+249.9%
PLD vs ZBRA
+407.5%
-157.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.4% |
| 7D | -0.7% | -1.8% | +1.1% | -0.2% |
| 30D | -2.2% | -8.8% | +6.6% | +0.2% |
| 3M | -7.4% | +47.2% | -54.6% | -18.8% |
| 6M | +1.9% | +61.3% | -59.4% | -13.8% |
| YTD | +7.9% | +42.0% | -34.1% | -6.0% |
| 1Y | +25.1% | +10.5% | +14.6% | +17.2% |
| 3Y | +21.9% | +34.5% | -12.6% | +3.5% |
| 5Y | +16.3% | -40.3% | +56.6% | +21.1% |
| 10Y | +249.9% | +421.5% | -171.6% | +127.7% |
| All | +249.9% | +407.5% | -157.6% | +127.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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