+44.3%
ZETA vs PLTD
-77.8%
+122.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.6% | -8.7% | -1.9% |
| 7D | +2.7% | +5.9% | -3.3% | +6.0% |
| 30D | +15.8% | -11.6% | +27.4% | +11.2% |
| 3M | +35.4% | -29.9% | +65.4% | +21.9% |
| 6M | +67.1% | -28.5% | +95.6% | +57.4% |
| YTD | +54.1% | -20.4% | +74.5% | +54.7% |
| 1Y | +67.8% | -33.3% | +101.1% | +59.9% |
| All | +44.3% | -77.8% | +122.1% | +2.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling