+64.9%
PPL vs ZBRA
+403.4%
-338.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +0.4% | -10.9% | +11.3% | +1.8% |
| 30D | +5.4% | -16.6% | +22.0% | +7.7% |
| 3M | +4.3% | -11.6% | +15.9% | +5.6% |
| 6M | -1.3% | +40.2% | -41.5% | -6.5% |
| YTD | +4.7% | +32.6% | -27.9% | -0.5% |
| 1Y | +1.3% | +24.7% | -23.4% | -3.0% |
| 3Y | +57.2% | +56.3% | +0.9% | +40.6% |
| 5Y | +48.2% | -47.0% | +95.2% | +55.1% |
| All | +64.9% | +403.4% | -338.5% | +34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling