+62.7%
ZETA vs WEC
+2.5%
+60.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.8% |
| 7D | -0.1% | +0.4% | -0.5% | +0.2% |
| 30D | +10.5% | +0.9% | +9.6% | +11.3% |
| 3M | +44.3% | -5.3% | +49.6% | +39.1% |
| 6M | +59.4% | -6.6% | +66.0% | +54.6% |
| YTD | +49.5% | +3.3% | +46.2% | +53.1% |
| 1Y | +62.7% | +2.1% | +60.6% | +64.6% |
| All | +62.7% | +2.5% | +60.2% | +64.6% |
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