+67.8%
ZETA vs PLUG
+45.6%
+22.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.8% | -6.9% | -4.6% |
| 7D | +2.7% | -0.9% | +3.6% | +2.8% |
| 30D | +15.8% | +3.3% | +12.5% | +15.0% |
| 3M | +35.4% | -39.7% | +75.1% | +47.3% |
| 6M | +67.1% | -12.5% | +79.6% | +62.7% |
| YTD | +54.1% | +10.2% | +43.9% | +40.9% |
| 1Y | +67.8% | +50.7% | +17.1% | +49.7% |
| All | +67.8% | +45.6% | +22.2% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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