+246.3%
ZETA vs PNC
+51.8%
+194.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.0% |
| 7D | -2.4% | +2.3% | -4.7% | -4.1% |
| 30D | +15.6% | -3.8% | +19.4% | +18.8% |
| 3M | +41.5% | +7.8% | +33.7% | +33.4% |
| 6M | +63.4% | +19.7% | +43.7% | +41.8% |
| YTD | +51.3% | +19.1% | +32.2% | +31.4% |
| 1Y | +65.8% | +23.1% | +42.7% | +40.7% |
| 3Y | +279.2% | +132.1% | +147.1% | +106.5% |
| 5Y | +341.8% | +52.2% | +289.5% | +241.3% |
| All | +246.3% | +51.8% | +194.5% | +168.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PNC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling