+565.8%
PLTR vs ZETA
+343.0%
+222.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.7% |
| 7D | -5.3% | -2.4% | -2.9% | -4.4% |
| 30D | -1.0% | +15.6% | -16.6% | -6.0% |
| 3M | +24.8% | +41.5% | -16.7% | +9.8% |
| 6M | +8.4% | +63.4% | -55.1% | -9.8% |
| YTD | -4.2% | +51.3% | -55.5% | -19.1% |
| 1Y | +9.1% | +65.8% | -56.7% | -12.5% |
| 3Y | +1,025.6% | +279.2% | +746.4% | +421.7% |
| 5Y | +565.8% | +341.8% | +224.0% | +181.9% |
| All | +565.8% | +343.0% | +222.7% | +181.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling