-31.6%
ZS vs PLTU
-47.9%
+16.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | +0.9% |
| 7D | -12.3% | -24.5% | +12.3% | -5.8% |
| 30D | +11.2% | -20.2% | +31.4% | +17.5% |
| 3M | +37.5% | +3.1% | +34.4% | +36.3% |
| 6M | +57.8% | +8.7% | +49.1% | +49.6% |
| YTD | -0.2% | -36.2% | +36.0% | 0.0% |
| 1Y | -31.6% | -47.1% | +15.5% | -30.3% |
| All | -31.6% | -47.9% | +16.3% | -30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling