+1,174.6%
PLD vs ZBH
+325.5%
+849.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | +0.8% | +10.6% | -9.8% | -4.1% |
| 30D | +0.5% | +20.4% | -19.9% | -8.2% |
| 3M | -5.5% | +10.0% | -15.5% | -10.4% |
| 6M | -8.3% | +31.0% | -39.4% | -20.2% |
| YTD | +4.3% | +20.3% | -16.0% | -6.5% |
| 1Y | +7.4% | +22.2% | -14.8% | -4.5% |
| 3Y | +37.1% | +4.7% | +32.3% | +27.4% |
| 5Y | +1.3% | -13.7% | +15.0% | +1.5% |
| 10Y | +267.4% | +19.3% | +248.1% | +184.7% |
| All | +1,174.6% | +325.5% | +849.1% | +516.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling