-14.9%
ZBRA vs PLTU
+129.7%
-144.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.1% | +0.3% |
| 7D | -3.8% | -17.7% | +14.0% | -1.5% |
| 30D | -10.2% | -12.5% | +2.3% | -9.2% |
| 3M | +58.7% | +39.5% | +19.2% | +48.7% |
| 6M | +61.9% | -7.0% | +68.9% | +55.1% |
| YTD | +41.7% | -38.1% | +79.7% | +39.9% |
| 1Y | +12.4% | -36.0% | +48.3% | +9.1% |
| All | -14.9% | +129.7% | -144.6% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling