-20.5%
ZBRA vs PLTD
-77.5%
+57.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.2% | +2.5% |
| 7D | +0.6% | -4.8% | +5.4% | -0.6% |
| 30D | -14.0% | +16.9% | -30.9% | -10.1% |
| 3M | -14.7% | +2.6% | -17.3% | -13.2% |
| 6M | +31.3% | -36.2% | +67.5% | +22.7% |
| YTD | +33.4% | -19.4% | +52.9% | +31.9% |
| 1Y | +34.1% | -22.5% | +56.6% | +31.8% |
| All | -20.5% | -77.5% | +57.0% | -38.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling