+90.3%
ZETA vs PTEN
+79.8%
+10.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.4% | +12.0% | +1.9% |
| 7D | -5.0% | -15.5% | +10.5% | -5.9% |
| 30D | -3.3% | -7.8% | +4.4% | -3.7% |
| 3M | +31.0% | +6.4% | +24.6% | +32.4% |
| 6M | +72.2% | -11.9% | +84.0% | +76.0% |
| YTD | +56.2% | +79.4% | -23.2% | +50.1% |
| 1Y | +90.3% | +84.9% | +5.4% | +78.5% |
| All | +90.3% | +79.8% | +10.5% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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