-9.9%
ZBH vs PLTD
-77.2%
+67.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | -4.9% | -0.9% | -4.0% | -4.9% |
| 30D | -3.2% | +1.3% | -4.6% | -3.3% |
| 3M | +5.8% | -32.9% | +38.7% | +6.6% |
| 6M | +2.0% | -24.9% | +26.9% | +2.4% |
| YTD | +5.8% | -18.2% | +24.0% | +6.0% |
| 1Y | -7.9% | -28.7% | +20.8% | -7.7% |
| All | -9.9% | -77.2% | +67.3% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling