+90.3%
ZETA vs WU
-18.0%
+108.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.4% | -2.8% | +0.6% |
| 7D | -5.0% | +8.2% | -13.2% | -7.8% |
| 30D | -3.3% | +8.0% | -11.4% | -6.3% |
| 3M | +31.0% | -6.6% | +37.6% | +34.2% |
| 6M | +72.2% | -23.3% | +95.4% | +93.6% |
| YTD | +56.2% | -22.4% | +78.6% | +75.3% |
| 1Y | +90.3% | -18.0% | +108.3% | +112.9% |
| All | +90.3% | -18.0% | +108.3% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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