+252.6%
ZETA vs WING
-22.7%
+275.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.7% |
| 7D | +2.7% | -3.9% | +6.5% | +4.0% |
| 30D | +15.8% | -11.6% | +27.4% | +20.2% |
| 3M | +35.4% | -24.2% | +59.6% | +46.9% |
| 6M | +67.1% | -54.1% | +121.2% | +118.5% |
| YTD | +54.1% | -53.9% | +108.0% | +97.9% |
| 1Y | +67.8% | -64.4% | +132.2% | +137.8% |
| 3Y | +311.4% | -30.2% | +341.6% | +283.8% |
| 5Y | +324.8% | -34.1% | +358.9% | +247.5% |
| All | +252.6% | -22.7% | +275.4% | +152.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling