+41.7%
ZETA vs PLTD
-77.3%
+119.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.1% | -0.7% |
| 7D | -2.4% | +4.5% | -7.0% | +0.2% |
| 30D | +15.6% | -0.7% | +16.3% | +16.6% |
| 3M | +41.5% | -31.0% | +72.5% | +26.2% |
| 6M | +63.4% | -24.8% | +88.3% | +57.5% |
| YTD | +51.3% | -18.6% | +69.9% | +53.6% |
| 1Y | +65.8% | -31.8% | +97.6% | +59.7% |
| All | +41.7% | -77.3% | +119.0% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling