-10.3%
ZBRA vs PLTU
+154.0%
-164.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.0% | +10.5% | +2.6% |
| 7D | +1.8% | -13.6% | +15.3% | +3.3% |
| 30D | -1.7% | +16.7% | -18.4% | -4.3% |
| 3M | +47.8% | +29.6% | +18.2% | +38.9% |
| 6M | +56.7% | -0.1% | +56.9% | +48.6% |
| YTD | +49.4% | -31.5% | +80.9% | +45.7% |
| 1Y | +16.5% | -19.7% | +36.3% | +10.1% |
| All | -10.3% | +154.0% | -164.3% | -32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling