+15.2%
PLD vs ZBH
-27.9%
+43.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.4% |
| 7D | -2.4% | -2.8% | +0.4% | -1.4% |
| 30D | -2.4% | -0.1% | -2.3% | -2.5% |
| 3M | -3.8% | +13.4% | -17.2% | -8.2% |
| 6M | 0.0% | +3.0% | -3.0% | -1.8% |
| YTD | +9.2% | +9.7% | -0.4% | +4.5% |
| 1Y | +25.9% | -5.4% | +31.3% | +26.5% |
| 3Y | +21.3% | -15.6% | +36.9% | +26.1% |
| All | +15.2% | -27.9% | +43.2% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling