+45.6%
ZETA vs PLTU
+154.0%
-108.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.0% | +4.9% | -1.9% |
| 7D | +2.7% | -13.6% | +16.2% | +5.9% |
| 30D | +15.8% | +16.7% | -0.9% | +11.0% |
| 3M | +35.4% | +29.6% | +5.9% | +21.6% |
| 6M | +67.1% | -0.1% | +67.2% | +56.7% |
| YTD | +54.1% | -31.5% | +85.6% | +53.9% |
| 1Y | +67.8% | -19.7% | +87.6% | +57.8% |
| All | +45.6% | +154.0% | -108.4% | +1.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling