+231.7%
PLD vs Z
-14.9%
+246.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.8% |
| 7D | -0.8% | -4.6% | +3.8% | -0.2% |
| 30D | -0.3% | +8.3% | -8.6% | -2.1% |
| 3M | -8.0% | -11.6% | +3.6% | -6.9% |
| 6M | -9.8% | -33.6% | +23.8% | -4.5% |
| YTD | +1.8% | -56.7% | +58.5% | +15.1% |
| 1Y | +5.6% | -59.1% | +64.7% | +20.4% |
| 3Y | +33.3% | -20.4% | +53.6% | +31.9% |
| 5Y | +0.3% | -55.3% | +55.5% | +4.1% |
| All | +231.7% | -14.9% | +246.6% | +184.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling