+347.2%
ZETA vs PTC
+6.0%
+341.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.0% | +2.0% | +0.5% |
| 7D | +2.7% | -10.3% | +12.9% | +11.3% |
| 30D | +15.8% | +1.1% | +14.7% | +14.2% |
| 3M | +35.4% | +1.6% | +33.8% | +30.6% |
| 6M | +67.1% | -13.5% | +80.6% | +84.3% |
| YTD | +54.1% | -19.1% | +73.1% | +79.7% |
| 1Y | +67.8% | -33.9% | +101.7% | +129.1% |
| 3Y | +311.4% | -3.9% | +315.3% | +291.5% |
| All | +347.2% | +6.0% | +341.2% | +324.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling