+548.8%
PLTR vs ZBH
-31.0%
+579.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | 0.0% | -4.9% | +5.0% | +2.0% |
| 30D | -3.3% | -3.2% | 0.0% | -2.0% |
| 3M | +28.4% | +5.8% | +22.5% | +24.2% |
| 6M | +8.4% | +2.0% | +6.4% | +5.9% |
| YTD | -4.6% | +5.8% | -10.4% | -8.9% |
| 1Y | +4.4% | -7.9% | +12.4% | +5.3% |
| 3Y | +1,020.5% | -19.4% | +1,039.9% | +1,088.2% |
| 5Y | +548.8% | -29.5% | +578.3% | +592.7% |
| All | +548.8% | -31.0% | +579.7% | +592.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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