+67.8%
ZETA vs WEC
+1.8%
+66.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.6% |
| 7D | +2.7% | -0.3% | +2.9% | +2.4% |
| 30D | +15.8% | -1.3% | +17.1% | +14.7% |
| 3M | +35.4% | -3.9% | +39.3% | +32.1% |
| 6M | +67.1% | -8.3% | +75.4% | +60.1% |
| YTD | +54.1% | +3.1% | +51.0% | +57.3% |
| 1Y | +67.8% | +1.9% | +65.9% | +69.9% |
| All | +67.8% | +1.8% | +66.1% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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