+128.6%
ZETA vs WEC
+6.5%
+122.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.4% | +7.2% | +8.0% |
| 7D | +18.8% | -0.5% | +19.3% | +18.1% |
| 30D | +12.6% | +12.0% | +0.7% | +26.8% |
| 3M | +29.5% | +11.1% | +18.4% | +44.9% |
| 6M | +128.6% | +6.0% | +122.6% | +150.0% |
| All | +128.6% | +6.5% | +122.1% | +150.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling