+58.5%
ZETA vs WM
+20.0%
+38.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.1% | +7.4% | +4.9% |
| 7D | -0.4% | +1.2% | -1.7% | -0.3% |
| 30D | -8.0% | +13.1% | -21.1% | -6.0% |
| 3M | +21.4% | +3.6% | +17.8% | +22.5% |
| 6M | +80.1% | +8.1% | +72.0% | +83.5% |
| YTD | +52.5% | +8.9% | +43.6% | +58.3% |
| 1Y | +58.5% | +20.3% | +38.1% | +66.3% |
| All | +58.5% | +20.0% | +38.5% | +66.3% |
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