+10.8%
ZM vs PLTD
-77.3%
+88.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.3% | -7.1% | -4.4% |
| 7D | +1.6% | +4.5% | -2.9% | +2.6% |
| 30D | -7.7% | -0.7% | -7.0% | -7.5% |
| 3M | -4.7% | -31.0% | +26.4% | -9.3% |
| 6M | +24.4% | -24.8% | +49.3% | +21.4% |
| YTD | +11.8% | -18.6% | +30.3% | +11.2% |
| 1Y | +13.4% | -31.8% | +45.2% | +10.0% |
| All | +10.8% | -77.3% | +88.1% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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