+227.5%
ZETA vs WEC
+55.5%
+172.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.1% | +3.4% | +4.5% |
| 7D | +6.2% | +0.2% | +6.0% | +6.2% |
| 30D | -2.0% | +12.9% | -15.0% | -2.1% |
| 3M | +21.7% | +9.8% | +11.9% | +21.7% |
| 6M | +89.1% | +6.7% | +82.4% | +88.9% |
| YTD | +59.3% | +14.0% | +45.3% | +57.5% |
| 1Y | +66.2% | +7.3% | +58.8% | +65.8% |
| 3Y | +297.3% | +63.8% | +233.5% | +265.8% |
| 5Y | +227.5% | +54.8% | +172.7% | +200.2% |
| All | +227.5% | +55.5% | +172.0% | +200.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling