+290.4%
ZETA vs WM
+46.8%
+243.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.8% | -3.9% |
| 7D | +2.7% | -0.3% | +3.0% | +2.7% |
| 30D | +15.8% | -2.4% | +18.2% | +16.1% |
| 3M | +35.4% | +0.4% | +35.0% | +34.7% |
| 6M | +67.1% | -9.5% | +76.6% | +70.4% |
| YTD | +54.1% | +0.5% | +53.6% | +53.1% |
| 1Y | +67.8% | -1.1% | +68.9% | +67.8% |
| All | +290.4% | +46.8% | +243.6% | +311.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling