+826.1%
PLTR vs ZETA
+280.5%
+545.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.5% | +1.0% | +4.1% |
| 7D | -5.1% | +6.2% | -11.4% | -6.7% |
| 30D | -19.1% | -2.0% | -17.0% | -18.4% |
| 3M | -1.6% | +21.7% | -23.3% | -7.1% |
| 6M | +22.8% | +89.1% | -66.4% | +2.3% |
| YTD | -4.8% | +59.3% | -64.1% | -17.9% |
| 1Y | -4.9% | +66.2% | -71.1% | -19.0% |
| 3Y | +826.1% | +297.3% | +528.8% | +484.1% |
| All | +826.1% | +280.5% | +545.6% | +484.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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