+35.0%
PWR vs ZETA
+85.8%
-50.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | -0.3% |
| 7D | +19.1% | +26.5% | -7.4% | +18.5% |
| 30D | -12.0% | +10.3% | -22.3% | -12.4% |
| 3M | -10.6% | +30.5% | -41.1% | -10.7% |
| 6M | -20.8% | +129.4% | -150.2% | -21.6% |
| YTD | +43.7% | +83.1% | -39.4% | +41.9% |
| 1Y | +35.0% | +82.1% | -47.1% | +33.1% |
| All | +35.0% | +85.8% | -50.8% | +33.1% |
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 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