+252.6%
ZETA vs WCC
+226.3%
+26.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.9% | -7.9% | -5.7% |
| 7D | +2.7% | +4.5% | -1.8% | +0.7% |
| 30D | +15.8% | -5.8% | +21.6% | +18.4% |
| 3M | +35.4% | -3.7% | +39.1% | +35.5% |
| 6M | +67.1% | +23.1% | +44.1% | +46.7% |
| YTD | +54.1% | +44.2% | +9.9% | +25.4% |
| 1Y | +67.8% | +62.1% | +5.7% | +29.6% |
| 3Y | +311.4% | +121.1% | +190.3% | +160.8% |
| 5Y | +324.8% | +214.0% | +110.8% | +107.0% |
| All | +252.6% | +226.3% | +26.3% | +71.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling