+252.6%
ZETA vs WU
-56.9%
+309.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +35.4% |
| 6M | +67.1% | -20.7% | +87.8% | +80.0% |
| YTD | +54.1% | -18.4% | +72.4% | +64.4% |
| 1Y | +67.8% | -8.1% | +75.9% | +70.5% |
| 3Y | +311.4% | -24.2% | +335.6% | +337.0% |
| 5Y | +324.8% | -50.4% | +375.2% | +404.1% |
| All | +252.6% | -56.9% | +309.6% | +308.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling