+27.7%
ZBRA vs PTC
+0.1%
+27.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | -13.6% | +0.1% | -13.7% | -13.6% |
| 30D | -11.5% | +1.5% | -13.0% | -11.7% |
| 3M | -9.9% | +37.8% | -47.6% | -14.2% |
| 6M | +48.6% | +41.2% | +7.3% | +39.6% |
| YTD | +36.9% | +12.0% | +24.9% | +40.8% |
| 1Y | +27.7% | +1.6% | +26.0% | +38.3% |
| All | +27.7% | +0.1% | +27.6% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling