+341.8%
ZETA vs WING
-35.4%
+377.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | -2.4% | -0.1% | -2.3% | -2.5% |
| 30D | +15.6% | -6.0% | +21.6% | +17.1% |
| 3M | +41.5% | -23.5% | +65.0% | +52.7% |
| 6M | +63.4% | -52.0% | +115.4% | +109.3% |
| YTD | +51.3% | -53.8% | +105.1% | +93.7% |
| 1Y | +65.8% | -63.8% | +129.6% | +132.5% |
| 3Y | +279.2% | -30.8% | +310.0% | +257.7% |
| 5Y | +341.8% | -34.3% | +376.0% | +255.0% |
| All | +341.8% | -35.4% | +377.2% | +255.0% |
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