+349.3%
ZETA vs WU
-51.4%
+400.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | -0.1% | -4.9% | +4.9% | +1.8% |
| 30D | +10.5% | -1.3% | +11.7% | +10.8% |
| 3M | +44.3% | -3.6% | +47.9% | +43.9% |
| 6M | +59.4% | -24.3% | +83.8% | +74.8% |
| YTD | +49.5% | -21.1% | +70.6% | +61.5% |
| 1Y | +62.7% | -10.3% | +73.0% | +66.8% |
| 3Y | +274.6% | -28.4% | +303.0% | +306.1% |
| 5Y | +349.3% | -51.2% | +400.5% | +437.3% |
| All | +349.3% | -51.4% | +400.7% | +437.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling