-13.5%
ZBRA vs PLTD
-77.3%
+63.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.3% | -5.1% | -2.2% |
| 7D | +2.6% | +4.5% | -2.0% | +3.8% |
| 30D | -6.4% | -0.7% | -5.6% | -6.3% |
| 3M | +51.3% | -31.0% | +82.3% | +42.1% |
| 6M | +60.5% | -24.8% | +85.3% | +54.2% |
| YTD | +45.2% | -18.6% | +63.7% | +42.7% |
| 1Y | +12.3% | -31.8% | +44.1% | +7.3% |
| All | -13.5% | -77.3% | +63.8% | -33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling