+312.3%
ZETA vs WEC
+53.0%
+259.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.6% |
| 7D | +18.1% | +2.3% | +15.8% | +18.3% |
| 30D | +13.6% | +11.1% | +2.5% | +14.3% |
| 3M | +23.7% | +8.4% | +15.3% | +24.5% |
| 6M | +128.5% | +7.5% | +121.0% | +129.7% |
| YTD | +80.1% | +15.3% | +64.8% | +80.3% |
| 1Y | +98.0% | +9.7% | +88.3% | +98.9% |
| 3Y | +348.6% | +64.7% | +283.9% | +335.7% |
| 5Y | +286.6% | +57.3% | +229.3% | +298.2% |
| All | +312.3% | +53.0% | +259.3% | +314.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling