-77.1%
PLTD vs ZYBT
-58.9%
-18.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.7% |
| 7D | +4.2% | -3.7% | +8.0% | +4.2% |
| 30D | +0.7% | 0.0% | +0.7% | +0.8% |
| 3M | -32.4% | +72.2% | -104.6% | -30.9% |
| 6M | -26.2% | +103.1% | -129.3% | -23.1% |
| YTD | -17.0% | +34.8% | -51.8% | -14.3% |
| 1Y | -26.7% | -83.2% | +56.5% | -27.3% |
| All | -77.1% | -58.9% | -18.2% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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