-8.7%
ZBH vs PLTD
-25.5%
+16.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.5% | -2.3% |
| 7D | -6.6% | +9.9% | -16.4% | -6.8% |
| 30D | -4.9% | +3.8% | -8.7% | -5.0% |
| 3M | +5.1% | -32.3% | +37.4% | +6.2% |
| 6M | +1.3% | -25.9% | +27.2% | +1.8% |
| YTD | +3.4% | -16.4% | +19.8% | +3.1% |
| 1Y | -8.7% | -25.2% | +16.5% | -8.4% |
| All | -8.7% | -25.5% | +16.8% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling