+348.6%
ZETA vs PTC
+29.1%
+319.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.5% | -1.6% |
| 7D | +18.1% | +0.5% | +17.6% | +17.9% |
| 30D | +13.6% | +1.2% | +12.4% | +13.0% |
| 3M | +23.7% | +27.4% | -3.6% | +8.4% |
| 6M | +128.5% | +39.2% | +89.3% | +86.6% |
| YTD | +80.1% | +12.5% | +67.6% | +71.7% |
| 1Y | +98.0% | +12.3% | +85.7% | +89.0% |
| 3Y | +348.6% | +28.8% | +319.8% | +246.7% |
| All | +348.6% | +29.1% | +319.5% | +246.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling