-12.0%
ZBH vs PLTU
+129.7%
-141.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.1% | -2.3% |
| 7D | -6.6% | -17.7% | +11.2% | -6.7% |
| 30D | -4.9% | -12.5% | +7.6% | -5.0% |
| 3M | +5.1% | +39.5% | -34.4% | +5.9% |
| 6M | +1.3% | -7.0% | +8.3% | +1.8% |
| YTD | +3.4% | -38.1% | +41.4% | +3.5% |
| 1Y | -8.7% | -36.0% | +27.3% | -8.5% |
| All | -12.0% | +129.7% | -141.7% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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