+67.8%
ZETA vs PFG
+51.4%
+16.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.5% | -2.5% |
| 7D | +2.7% | +5.5% | -2.9% | -2.9% |
| 30D | +15.8% | +2.4% | +13.4% | +12.9% |
| 3M | +35.4% | +13.6% | +21.8% | +16.9% |
| 6M | +67.1% | +27.9% | +39.2% | +25.9% |
| YTD | +54.1% | +35.6% | +18.5% | +10.7% |
| 1Y | +67.8% | +48.5% | +19.4% | +12.8% |
| All | +67.8% | +51.4% | +16.5% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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