+62.7%
ZETA vs PLTU
-25.0%
+87.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | -0.1% | -0.8% | +0.7% | 0.0% |
| 30D | +10.5% | -8.8% | +19.3% | +12.6% |
| 3M | +44.3% | +41.7% | +2.6% | +25.1% |
| 6M | +59.4% | -9.3% | +68.7% | +52.8% |
| YTD | +49.5% | -35.2% | +84.7% | +50.4% |
| 1Y | +62.7% | -29.5% | +92.2% | +67.8% |
| All | +62.7% | -25.0% | +87.7% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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