+279.2%
ZETA vs WEC
+42.2%
+237.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.8% | -1.7% |
| 7D | -2.4% | +0.8% | -3.2% | -2.4% |
| 30D | +15.6% | +0.3% | +15.2% | +15.6% |
| 3M | +41.5% | -2.9% | +44.4% | +41.1% |
| 6M | +63.4% | -5.9% | +69.3% | +63.5% |
| YTD | +51.3% | +4.1% | +47.2% | +49.0% |
| 1Y | +65.8% | +3.1% | +62.7% | +63.4% |
| 3Y | +279.2% | +40.8% | +238.4% | +230.1% |
| All | +279.2% | +42.2% | +237.0% | +230.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling