+67.8%
ZETA vs IWD
+30.5%
+37.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -2.6% |
| 7D | +2.7% | -0.3% | +2.9% | +3.3% |
| 30D | +15.8% | +0.6% | +15.2% | +14.5% |
| 3M | +35.4% | +7.2% | +28.2% | +15.8% |
| 6M | +67.1% | +16.2% | +50.9% | +14.2% |
| YTD | +54.1% | +23.3% | +30.7% | -14.2% |
| 1Y | +67.8% | +29.6% | +38.3% | -22.3% |
| All | +67.8% | +30.5% | +37.4% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling