+341.6%
ZETA vs PTEN
+89.3%
+252.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -6.5% | +2.8% | -9.3% | -7.1% |
| 30D | +4.8% | +17.6% | -12.7% | +0.3% |
| 3M | +53.3% | +8.2% | +45.2% | +48.3% |
| 6M | +66.8% | +38.1% | +28.7% | +48.1% |
| YTD | +50.2% | +117.3% | -67.1% | +15.2% |
| 1Y | +62.0% | +146.1% | -84.1% | +18.9% |
| 3Y | +276.4% | -3.0% | +279.4% | +245.8% |
| 5Y | +341.6% | +93.5% | +248.2% | +237.1% |
| All | +341.6% | +89.3% | +252.3% | +237.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling