-9.9%
ZBH vs PLTU
+140.2%
-150.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.4% |
| 7D | -4.9% | -0.8% | -4.2% | -4.9% |
| 30D | -3.2% | -8.8% | +5.6% | -3.3% |
| 3M | +5.8% | +41.7% | -35.8% | +6.6% |
| 6M | +2.0% | -9.3% | +11.3% | +2.4% |
| YTD | +5.8% | -35.2% | +41.0% | +6.0% |
| 1Y | -7.9% | -29.5% | +21.5% | -7.7% |
| All | -9.9% | +140.2% | -150.1% | -10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling