+90.6%
ZETA vs IWD
+30.1%
+60.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.4% | +7.2% | +6.8% |
| 7D | +18.8% | -0.6% | +19.3% | +20.3% |
| 30D | +12.6% | +3.6% | +9.0% | +6.2% |
| 3M | +29.5% | +2.7% | +26.8% | +24.4% |
| 6M | +128.6% | +13.2% | +115.4% | +80.5% |
| YTD | +85.5% | +26.8% | +58.7% | +6.9% |
| 1Y | +90.6% | +29.3% | +61.3% | +3.1% |
| All | +90.6% | +30.1% | +60.6% | +3.1% |
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