-14.0%
ZBRA vs PLTD
-76.9%
+62.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.6% | +1.7% |
| 7D | -3.4% | +4.2% | -7.7% | -2.4% |
| 30D | -7.4% | +0.7% | -8.1% | -7.0% |
| 3M | +57.5% | -32.4% | +89.9% | +47.6% |
| 6M | +64.0% | -26.2% | +90.2% | +57.1% |
| YTD | +44.3% | -17.0% | +61.3% | +42.5% |
| 1Y | +10.9% | -26.7% | +37.6% | +7.8% |
| All | -14.0% | -76.9% | +62.8% | -33.9% |
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