+347.2%
ZETA vs IWD
+73.6%
+273.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -2.8% |
| 7D | +2.7% | -0.3% | +2.9% | +3.2% |
| 30D | +15.8% | +0.6% | +15.2% | +14.7% |
| 3M | +35.4% | +7.2% | +28.2% | +18.6% |
| 6M | +67.1% | +16.2% | +50.9% | +25.2% |
| YTD | +54.1% | +23.3% | +30.7% | +3.7% |
| 1Y | +67.8% | +29.6% | +38.3% | +4.4% |
| 3Y | +311.4% | +70.5% | +241.0% | +62.9% |
| All | +347.2% | +73.6% | +273.6% | +84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling