+67.8%
ZETA vs WU
-8.3%
+76.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.7% |
| 7D | +2.7% | -0.8% | +3.5% | +2.9% |
| 30D | +15.8% | -1.1% | +16.9% | +16.1% |
| 3M | +35.4% | -3.9% | +39.3% | +34.3% |
| 6M | +67.1% | -20.7% | +87.8% | +80.8% |
| YTD | +54.1% | -18.4% | +72.4% | +65.7% |
| 1Y | +67.8% | -8.1% | +75.9% | +75.1% |
| All | +67.8% | -8.3% | +76.1% | +75.1% |
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