+324.5%
ZETA vs WU
-58.2%
+382.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -3.0% | +10.6% | +8.6% |
| 7D | +18.8% | +2.1% | +16.6% | +17.4% |
| 30D | +12.6% | +10.1% | +2.5% | +8.3% |
| 3M | +29.5% | -1.1% | +30.6% | +28.9% |
| 6M | +128.6% | -19.8% | +148.4% | +143.3% |
| YTD | +85.5% | -20.8% | +106.2% | +98.8% |
| 1Y | +90.6% | -15.1% | +105.7% | +99.4% |
| 3Y | +358.0% | -23.2% | +381.2% | +383.8% |
| 5Y | +282.0% | -42.6% | +324.6% | +341.6% |
| All | +324.5% | -58.2% | +382.7% | +393.8% |
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