+324.5%
ZETA vs PODD
-44.9%
+369.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.3% | +6.3% | +7.1% |
| 7D | +18.8% | -9.1% | +27.8% | +23.0% |
| 30D | +12.6% | +7.3% | +5.3% | +9.3% |
| 3M | +29.5% | +3.7% | +25.8% | +27.1% |
| 6M | +128.6% | -2.7% | +131.3% | +122.9% |
| YTD | +85.5% | -47.2% | +132.7% | +133.3% |
| 1Y | +90.6% | -54.0% | +144.6% | +153.7% |
| 3Y | +358.0% | -3.3% | +361.3% | +323.3% |
| 5Y | +282.0% | -52.3% | +334.3% | +360.3% |
| All | +324.5% | -44.9% | +369.5% | +374.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling