+252.6%
ZETA vs WEC
+36.7%
+215.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.1% |
| 7D | +2.7% | -0.3% | +2.9% | +2.6% |
| 30D | +15.8% | -1.3% | +17.1% | +15.7% |
| 3M | +35.4% | -3.9% | +39.3% | +35.2% |
| 6M | +67.1% | -8.3% | +75.4% | +67.1% |
| YTD | +54.1% | +3.1% | +51.0% | +53.1% |
| 1Y | +67.8% | +1.9% | +65.9% | +66.9% |
| 3Y | +311.4% | +41.9% | +269.5% | +296.8% |
| 5Y | +324.8% | +30.8% | +294.0% | +312.2% |
| All | +252.6% | +36.7% | +215.9% | +252.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling