+65.8%
ZETA vs IWD
+28.8%
+37.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | 0.0% |
| 7D | -2.4% | -0.2% | -2.3% | -1.9% |
| 30D | +15.6% | -0.8% | +16.4% | +17.7% |
| 3M | +41.5% | +8.0% | +33.5% | +18.2% |
| 6M | +63.4% | +18.2% | +45.2% | +4.6% |
| YTD | +51.3% | +22.3% | +29.0% | -14.4% |
| 1Y | +65.8% | +28.9% | +36.9% | -23.2% |
| All | +65.8% | +28.8% | +37.0% | -23.2% |
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