+227.5%
ZETA vs WING
+9.2%
+218.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +8.4% | -3.9% | +1.5% |
| 7D | +6.2% | +8.6% | -2.3% | +3.1% |
| 30D | -2.0% | +44.8% | -46.8% | -15.0% |
| 3M | +21.7% | +51.9% | -30.2% | +1.7% |
| 6M | +89.1% | +37.2% | +51.9% | +61.2% |
| YTD | +59.3% | -25.3% | +84.6% | +68.9% |
| 1Y | +66.2% | -25.1% | +91.3% | +75.2% |
| 3Y | +297.3% | -12.9% | +310.2% | +247.1% |
| 5Y | +227.5% | +12.0% | +215.5% | +118.7% |
| All | +227.5% | +9.2% | +218.3% | +118.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling