+242.2%
ZETA vs WING
-21.8%
+264.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.6% |
| 7D | -0.1% | -2.3% | +2.2% | +0.7% |
| 30D | +10.5% | -5.6% | +16.1% | +11.7% |
| 3M | +44.3% | -22.9% | +67.2% | +55.5% |
| 6M | +59.4% | -50.4% | +109.9% | +102.2% |
| YTD | +49.5% | -53.3% | +102.8% | +91.1% |
| 1Y | +62.7% | -61.2% | +123.9% | +122.7% |
| 3Y | +274.6% | -30.1% | +304.7% | +250.7% |
| 5Y | +349.3% | -35.0% | +384.3% | +274.1% |
| All | +242.2% | -21.8% | +264.0% | +144.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling