+356.2%
ZETA vs WCC
+138.4%
+217.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +26.5% | +14.2% | +12.2% | +20.4% |
| 30D | +10.3% | -9.8% | +20.1% | +13.9% |
| 3M | +30.5% | -10.1% | +40.7% | +34.0% |
| 6M | +129.4% | -9.4% | +138.8% | +131.2% |
| YTD | +83.1% | +34.4% | +48.7% | +51.0% |
| 1Y | +82.1% | +23.3% | +58.8% | +56.6% |
| All | +356.2% | +138.4% | +217.8% | +170.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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