+281.7%
ZETA vs IWD
+78.7%
+202.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.7% | +6.0% |
| 7D | -0.4% | -0.5% | 0.0% | +0.6% |
| 30D | -8.0% | +2.7% | -10.7% | -12.6% |
| 3M | +21.4% | +0.9% | +20.5% | +19.5% |
| 6M | +80.1% | +10.5% | +69.5% | +46.5% |
| YTD | +52.5% | +23.7% | +28.8% | -1.6% |
| 1Y | +58.5% | +28.7% | +29.7% | -5.4% |
| 3Y | +281.7% | +79.7% | +202.0% | +30.7% |
| All | +281.7% | +78.7% | +202.9% | +30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling