+122.7%
PLTU vs ZCMD
-100.0%
+222.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.0% | -4.8% | -0.6% |
| 7D | -0.8% | -4.1% | +3.4% | -0.9% |
| 30D | -8.8% | -22.7% | +13.9% | -9.8% |
| 3M | +41.7% | -62.5% | +104.2% | +43.7% |
| 6M | -9.3% | -99.5% | +90.2% | -33.5% |
| YTD | -35.2% | -99.7% | +64.5% | -55.4% |
| 1Y | -29.5% | -99.9% | +70.4% | -56.9% |
| All | +122.7% | -100.0% | +222.6% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 3y: compounded portfolio wealth divided by compounded ZCMD 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…
3y analysis · Full analysis span regression · 6 months rolling