+356.2%
ZETA vs IWD
+84.7%
+271.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.4% |
| 7D | +26.5% | +1.7% | +24.8% | +22.5% |
| 30D | +10.3% | +3.2% | +7.0% | +3.8% |
| 3M | +30.5% | +2.3% | +28.2% | +25.1% |
| 6M | +129.4% | +12.9% | +116.4% | +79.1% |
| YTD | +83.1% | +26.2% | +56.9% | +13.6% |
| 1Y | +82.1% | +28.3% | +53.8% | +9.7% |
| All | +356.2% | +84.7% | +271.4% | +43.7% |
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