+294.9%
ZETA vs WCN
+48.0%
+247.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +18.1% | +2.6% | +15.5% | +16.5% |
| 30D | +13.6% | +23.9% | -10.4% | 0.0% |
| 3M | +23.7% | +17.4% | +6.3% | +12.4% |
| 6M | +128.5% | +28.0% | +100.5% | +94.5% |
| YTD | +80.1% | +11.6% | +68.5% | +67.5% |
| 1Y | +98.0% | +16.9% | +81.1% | +77.7% |
| 3Y | +348.6% | +51.6% | +297.0% | +202.3% |
| All | +294.9% | +48.0% | +247.0% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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