+7,889.0%
ZBRA vs PTC
+3,946.5%
+3,942.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.1% | +2.0% |
| 7D | +0.6% | +0.5% | +0.1% | +0.5% |
| 30D | -14.0% | +1.2% | -15.2% | -14.3% |
| 3M | -14.7% | +27.4% | -42.0% | -20.3% |
| 6M | +31.3% | +39.2% | -7.9% | +19.5% |
| YTD | +33.4% | +12.5% | +20.9% | +27.0% |
| 1Y | +34.1% | +12.3% | +21.8% | +27.7% |
| 3Y | +59.9% | +28.8% | +31.1% | +47.8% |
| 5Y | -45.3% | +60.9% | -106.1% | -51.7% |
| 10Y | +384.4% | +316.6% | +67.9% | +250.9% |
| All | +7,889.0% | +3,946.5% | +3,942.6% | +2,485.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling