+43.0%
ZETA vs PLTU
+142.1%
-99.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.9% | -0.7% |
| 7D | -2.4% | -11.6% | +9.1% | +0.2% |
| 30D | +15.6% | -4.6% | +20.2% | +16.4% |
| 3M | +41.5% | +33.7% | +7.8% | +26.0% |
| 6M | +63.4% | -9.4% | +72.8% | +56.8% |
| YTD | +51.3% | -34.7% | +86.0% | +52.9% |
| 1Y | +65.8% | -23.2% | +89.0% | +57.6% |
| All | +43.0% | +142.1% | -99.1% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling