-0.7%
PLD vs ZBH
-19.6%
+19.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | -0.1% | -0.8% |
| 7D | -0.8% | +11.7% | -12.5% | -4.7% |
| 30D | -0.3% | +19.3% | -19.6% | -6.5% |
| 3M | -8.0% | +8.9% | -17.0% | -11.2% |
| 6M | -9.8% | +28.2% | -38.0% | -18.3% |
| YTD | +1.8% | +18.4% | -16.6% | -5.8% |
| 1Y | +5.6% | +20.6% | -15.0% | -3.1% |
| 3Y | +33.3% | -0.6% | +33.9% | +29.5% |
| All | -0.7% | -19.6% | +19.0% | +2.9% |
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