+65.8%
ZETA vs PLUG
+53.7%
+12.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.1% | -5.9% | -2.5% |
| 7D | -2.4% | +8.1% | -10.6% | -3.8% |
| 30D | +15.6% | +3.7% | +11.9% | +14.7% |
| 3M | +41.5% | -29.2% | +70.7% | +49.6% |
| 6M | +63.4% | +6.1% | +57.3% | +52.8% |
| YTD | +51.3% | +14.7% | +36.6% | +37.4% |
| 1Y | +65.8% | +56.9% | +8.9% | +51.5% |
| All | +65.8% | +53.7% | +12.1% | +51.5% |
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