+66.2%
PWR vs ZETA
+68.7%
-2.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +0.8% |
| 7D | +3.6% | +2.7% | +0.9% | +3.5% |
| 30D | -8.6% | +15.8% | -24.4% | -8.8% |
| 3M | -13.2% | +35.4% | -48.6% | -13.2% |
| 6M | +9.9% | +67.1% | -57.2% | +7.9% |
| YTD | +48.0% | +54.1% | -6.0% | +45.0% |
| 1Y | +66.2% | +67.8% | -1.7% | +61.3% |
| All | +66.2% | +68.7% | -2.6% | +61.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling