+341.8%
ZETA vs PODD
-53.4%
+395.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.5% | +1.7% | -0.4% |
| 7D | -2.4% | -4.1% | +1.7% | -0.8% |
| 30D | +15.6% | +0.8% | +14.8% | +15.2% |
| 3M | +41.5% | -6.1% | +47.6% | +40.7% |
| 6M | +63.4% | -40.0% | +103.4% | +95.7% |
| YTD | +51.3% | -49.9% | +101.2% | +95.8% |
| 1Y | +65.8% | -59.3% | +125.1% | +133.7% |
| 3Y | +279.2% | -17.2% | +296.4% | +271.7% |
| 5Y | +341.8% | -53.0% | +394.7% | +490.4% |
| All | +341.8% | -53.4% | +395.2% | +490.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling