+141.2%
PLTU vs ZYBT
-58.9%
+200.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +1.6% |
| 7D | -8.1% | -3.7% | -4.4% | -8.1% |
| 30D | -7.0% | 0.0% | -7.0% | -7.0% |
| 3M | +40.0% | +72.2% | -32.2% | +34.2% |
| 6M | -6.0% | +103.1% | -109.1% | -12.5% |
| YTD | -37.1% | +34.8% | -71.9% | -39.8% |
| 1Y | -33.1% | -83.2% | +50.0% | -30.1% |
| All | +141.2% | -58.9% | +200.1% | +98.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling