+239.5%
ZETA vs PTEN
+40.6%
+198.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.1% |
| 7D | -3.7% | +3.5% | -7.2% | -4.6% |
| 30D | +5.7% | +17.5% | -11.8% | +1.2% |
| 3M | +50.4% | +12.7% | +37.7% | +43.8% |
| 6M | +65.5% | +33.1% | +32.4% | +48.5% |
| YTD | +48.3% | +116.4% | -68.1% | +14.1% |
| 1Y | +45.4% | +141.2% | -95.8% | +7.5% |
| 3Y | +270.8% | -3.8% | +274.6% | +241.5% |
| 5Y | +336.1% | +92.7% | +243.4% | +218.5% |
| All | +239.5% | +40.6% | +198.9% | +158.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling