+90.3%
ZETA vs PTC
+0.1%
+90.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.4% |
| 7D | -5.0% | +0.1% | -5.1% | -5.0% |
| 30D | -3.3% | +1.5% | -4.9% | -3.8% |
| 3M | +31.0% | +37.8% | -6.8% | +14.9% |
| 6M | +72.2% | +41.2% | +30.9% | +48.3% |
| YTD | +56.2% | +12.0% | +44.1% | +65.8% |
| 1Y | +90.3% | +1.6% | +88.7% | +112.1% |
| All | +90.3% | +0.1% | +90.2% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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