+56.8%
PPL vs ZBRA
+35.0%
+21.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | 0.0% |
| 7D | +2.7% | +1.8% | +0.9% | +2.6% |
| 30D | +0.5% | -1.7% | +2.2% | +0.5% |
| 3M | +0.7% | +47.8% | -47.1% | -0.7% |
| 6M | -7.6% | +56.7% | -64.3% | -9.1% |
| YTD | +1.8% | +49.4% | -47.6% | +0.3% |
| 1Y | -0.8% | +16.5% | -17.3% | -1.1% |
| All | +56.8% | +35.0% | +21.8% | +42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling