+210.6%
PWR vs ZETA
+281.1%
-70.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.1% | +2.5% |
| 7D | +4.5% | -2.4% | +7.0% | +4.7% |
| 30D | -4.9% | +15.6% | -20.5% | -6.4% |
| 3M | -7.9% | +41.5% | -49.4% | -11.7% |
| 6M | +18.3% | +63.4% | -45.1% | +10.5% |
| YTD | +51.5% | +51.3% | +0.2% | +41.7% |
| 1Y | +70.3% | +65.8% | +4.5% | +56.2% |
| 3Y | +210.6% | +279.2% | -68.6% | +105.0% |
| All | +210.6% | +281.1% | -70.5% | +105.0% |
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