-22.0%
ZBRA vs PLTD
-78.0%
+56.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -2.8% |
| 7D | -1.2% | -9.8% | +8.6% | -3.6% |
| 30D | -17.8% | +18.9% | -36.7% | -13.6% |
| 3M | -16.0% | -4.2% | -11.8% | -16.0% |
| 6M | +31.4% | -34.8% | +66.3% | +23.2% |
| YTD | +30.9% | -21.1% | +52.0% | +28.7% |
| 1Y | +24.3% | -19.3% | +43.6% | +23.5% |
| All | -22.0% | -78.0% | +56.0% | -40.3% |
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