+324.5%
ZETA vs WEC
+51.6%
+272.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.4% | +7.2% | +7.6% |
| 7D | +18.8% | -0.5% | +19.3% | +18.7% |
| 30D | +12.6% | +12.0% | +0.7% | +13.4% |
| 3M | +29.5% | +11.1% | +18.4% | +30.3% |
| 6M | +128.6% | +6.0% | +122.6% | +129.7% |
| YTD | +85.5% | +14.3% | +71.2% | +85.5% |
| 1Y | +90.6% | +8.0% | +82.6% | +91.5% |
| 3Y | +358.0% | +62.8% | +295.2% | +344.6% |
| 5Y | +282.0% | +55.3% | +226.7% | +292.0% |
| All | +324.5% | +51.6% | +272.9% | +326.9% |
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