+349.3%
ZETA vs WPM
+261.4%
+88.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | -0.1% | +3.9% | -3.9% | -0.9% |
| 30D | +10.5% | +17.7% | -7.2% | +6.0% |
| 3M | +44.3% | +39.4% | +4.9% | +32.5% |
| 6M | +59.4% | +6.4% | +53.0% | +55.0% |
| YTD | +49.5% | +34.0% | +15.5% | +36.4% |
| 1Y | +62.7% | +50.5% | +12.2% | +43.7% |
| 3Y | +274.6% | +280.3% | -5.7% | +151.7% |
| 5Y | +349.3% | +266.3% | +83.0% | +192.9% |
| All | +349.3% | +261.4% | +88.0% | +192.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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