+13.3%
ZM vs PLTU
+134.3%
-121.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +4.3% | +3.6% | +7.4% |
| 7D | +6.8% | -0.9% | +7.7% | +6.6% |
| 30D | +0.1% | -34.7% | +34.8% | +4.2% |
| 3M | -7.5% | -10.8% | +3.2% | -7.1% |
| 6M | -8.4% | +24.1% | -32.5% | -12.9% |
| YTD | +13.7% | -36.8% | +50.5% | +12.8% |
| 1Y | +15.9% | -47.0% | +62.9% | +16.4% |
| All | +13.3% | +134.3% | -121.0% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling