+246.1%
PWR vs ZETA
+361.9%
-115.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +7.6% | -3.4% | +3.5% |
| 7D | +4.7% | +18.8% | -14.0% | +2.9% |
| 30D | -12.5% | +12.6% | -25.1% | -13.6% |
| 3M | -9.3% | +29.5% | -38.8% | -11.9% |
| 6M | -22.2% | +128.6% | -150.8% | -29.6% |
| YTD | +44.2% | +85.5% | -41.3% | +32.4% |
| 1Y | +35.5% | +90.6% | -55.1% | +23.8% |
| All | +246.1% | +361.9% | -115.8% | +141.4% |
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