+37.5%
ZBRA vs PTC
-8.0%
+45.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.5% | +2.7% | -0.3% |
| 7D | +2.6% | -12.8% | +15.4% | +8.9% |
| 30D | -6.4% | -9.8% | +3.4% | -2.4% |
| 3M | +51.3% | -2.1% | +53.3% | +50.2% |
| 6M | +60.5% | -18.1% | +78.6% | +75.3% |
| YTD | +45.2% | -23.5% | +68.7% | +64.7% |
| 1Y | +12.3% | -37.4% | +49.7% | +44.3% |
| 3Y | +37.5% | -7.2% | +44.7% | +22.3% |
| All | +37.5% | -8.0% | +45.5% | +22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling