+49.2%
ZETA vs PLTD
-77.7%
+126.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -5.5% | +10.0% | +1.9% |
| 7D | +6.2% | +4.2% | +2.0% | +9.0% |
| 30D | -2.0% | +20.8% | -22.9% | +8.5% |
| 3M | +21.7% | -2.6% | +24.3% | +23.6% |
| 6M | +89.1% | -33.1% | +122.2% | +71.9% |
| YTD | +59.3% | -20.0% | +79.4% | +62.9% |
| 1Y | +66.2% | -21.6% | +87.8% | +70.4% |
| All | +49.2% | -77.7% | +126.9% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling