+240.3%
PLD vs ZBH
-18.8%
+259.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.8% | +2.2% |
| 7D | -0.9% | -5.2% | +4.4% | +0.9% |
| 30D | -1.2% | -2.4% | +1.2% | -0.5% |
| 3M | -2.3% | +8.3% | -10.6% | -5.3% |
| 6M | +4.5% | +0.7% | +3.9% | +3.3% |
| YTD | +10.1% | +5.3% | +4.8% | +6.9% |
| 1Y | +25.9% | -9.1% | +35.0% | +27.9% |
| 3Y | +24.4% | -19.7% | +44.1% | +30.5% |
| 5Y | +15.5% | -31.3% | +46.7% | +25.7% |
| 10Y | +240.3% | -18.9% | +259.2% | +235.5% |
| All | +240.3% | -18.8% | +259.1% | +235.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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