+242.2%
ZETA vs PODD
-49.4%
+291.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | 0.0% |
| 7D | -0.1% | -6.9% | +6.8% | +2.7% |
| 30D | +10.5% | -3.5% | +13.9% | +11.9% |
| 3M | +44.3% | -13.6% | +57.9% | +48.8% |
| 6M | +59.4% | -42.6% | +102.1% | +93.9% |
| YTD | +49.5% | -51.5% | +101.0% | +95.0% |
| 1Y | +62.7% | -60.9% | +123.6% | +131.6% |
| 3Y | +274.6% | -19.8% | +294.4% | +272.6% |
| 5Y | +349.3% | -54.4% | +403.7% | +437.5% |
| All | +242.2% | -49.4% | +291.6% | +296.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling