+62.0%
ZETA vs IWF
+6.4%
+55.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +2.1% |
| 7D | -6.5% | -1.7% | -4.8% | -3.7% |
| 30D | +4.8% | -1.8% | +6.7% | +8.4% |
| 3M | +53.3% | +1.5% | +51.9% | +47.7% |
| 6M | +66.8% | +7.7% | +59.1% | +43.3% |
| YTD | +50.2% | +2.7% | +47.5% | +43.8% |
| 1Y | +62.0% | +6.8% | +55.3% | +46.7% |
| All | +62.0% | +6.4% | +55.7% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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