-15.4%
ZBRA vs PLTD
-77.2%
+61.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.1% |
| 7D | -1.8% | -0.9% | -0.9% | -1.9% |
| 30D | -8.8% | +1.3% | -10.1% | -8.2% |
| 3M | +47.2% | -32.9% | +80.1% | +37.6% |
| 6M | +61.3% | -24.9% | +86.2% | +54.9% |
| YTD | +42.0% | -18.2% | +60.3% | +39.8% |
| 1Y | +10.5% | -28.7% | +39.2% | +6.6% |
| All | -15.4% | -77.2% | +61.8% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling