+98.0%
ZETA vs WM
+21.5%
+76.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.5% | -1.7% |
| 7D | +18.1% | +3.2% | +14.9% | +18.8% |
| 30D | +13.6% | +13.0% | +0.6% | +15.9% |
| 3M | +23.7% | +9.2% | +14.5% | +25.9% |
| 6M | +128.5% | +13.6% | +114.8% | +133.5% |
| YTD | +80.1% | +12.4% | +67.7% | +87.4% |
| 1Y | +98.0% | +21.2% | +76.8% | +109.4% |
| All | +98.0% | +21.5% | +76.5% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling