+548.8%
PLTR vs ZBRA
-40.4%
+589.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.9% |
| 7D | 0.0% | -1.8% | +1.8% | +1.1% |
| 30D | -3.3% | -8.8% | +5.5% | +2.1% |
| 3M | +28.4% | +47.2% | -18.9% | +2.5% |
| 6M | +8.4% | +61.3% | -52.9% | -19.6% |
| YTD | -4.6% | +42.0% | -46.6% | -25.6% |
| 1Y | +4.4% | +10.5% | -6.0% | -5.6% |
| 3Y | +1,020.5% | +34.5% | +986.0% | +708.8% |
| 5Y | +548.8% | -40.3% | +589.1% | +857.5% |
| All | +548.8% | -40.4% | +589.2% | +857.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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