+622.2%
PLTR vs ZETA
+247.9%
+374.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | -3.0% |
| 7D | -6.4% | +2.7% | -9.1% | -7.2% |
| 30D | +10.0% | +15.8% | -5.8% | +4.5% |
| 3M | +23.0% | +35.4% | -12.4% | +10.1% |
| 6M | +13.8% | +67.1% | -53.3% | -5.9% |
| YTD | -1.9% | +54.1% | -56.0% | -17.6% |
| 1Y | +11.6% | +67.8% | -56.2% | -10.7% |
| 3Y | +1,048.4% | +311.4% | +737.0% | +423.5% |
| 5Y | +554.4% | +324.8% | +229.6% | +183.0% |
| All | +622.2% | +247.9% | +374.2% | +199.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling