+279.2%
ZETA vs WWD
+164.2%
+115.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -0.9% |
| 7D | -2.4% | +0.8% | -3.2% | -2.7% |
| 30D | +15.6% | -6.4% | +22.0% | +18.7% |
| 3M | +41.5% | -5.6% | +47.1% | +42.3% |
| 6M | +63.4% | -9.1% | +72.5% | +64.8% |
| YTD | +51.3% | +12.5% | +38.8% | +32.5% |
| 1Y | +65.8% | +41.3% | +24.5% | +23.7% |
| 3Y | +279.2% | +170.2% | +109.0% | +72.1% |
| All | +279.2% | +164.2% | +115.0% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling