-14.7%
ZBRA vs PLTU
+140.2%
-154.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.1% |
| 7D | -1.8% | -0.8% | -1.0% | -1.9% |
| 30D | -8.8% | -8.8% | 0.0% | -8.2% |
| 3M | +47.2% | +41.7% | +5.6% | +37.6% |
| 6M | +61.3% | -9.3% | +70.6% | +54.7% |
| YTD | +42.0% | -35.2% | +77.2% | +39.5% |
| 1Y | +10.5% | -29.5% | +39.9% | +6.0% |
| All | -14.7% | +140.2% | -154.9% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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