+62.7%
ZETA vs PLTD
-31.0%
+93.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.0% |
| 7D | -0.1% | -0.9% | +0.9% | 0.0% |
| 30D | +10.5% | +1.3% | +9.1% | +12.6% |
| 3M | +44.3% | -32.9% | +77.2% | +25.2% |
| 6M | +59.4% | -24.9% | +84.3% | +53.7% |
| YTD | +49.5% | -18.2% | +67.7% | +51.7% |
| 1Y | +62.7% | -28.7% | +91.4% | +69.6% |
| All | +62.7% | -31.0% | +93.7% | +69.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling