+90.3%
ZETA vs WEC
+9.7%
+80.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.3% | +4.6% |
| 7D | -5.0% | +6.9% | -11.9% | +0.6% |
| 30D | -3.3% | +16.6% | -19.9% | +10.4% |
| 3M | +31.0% | +9.1% | +21.9% | +41.6% |
| 6M | +72.2% | +3.2% | +69.0% | +80.6% |
| YTD | +56.2% | +14.9% | +41.3% | +82.1% |
| 1Y | +90.3% | +9.2% | +81.1% | +129.2% |
| All | +90.3% | +9.7% | +80.6% | +129.2% |
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