+257.2%
PLD vs ZBRA
+382.3%
-125.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.4% |
| 7D | +1.3% | +0.6% | +0.7% | +1.2% |
| 30D | -1.4% | -14.0% | +12.7% | +2.6% |
| 3M | -8.2% | -14.7% | +6.5% | -4.4% |
| 6M | -8.0% | +31.3% | -39.3% | -17.2% |
| YTD | +3.2% | +33.4% | -30.3% | -8.9% |
| 1Y | +7.0% | +34.1% | -27.1% | -5.8% |
| 3Y | +38.3% | +59.9% | -21.6% | +10.7% |
| 5Y | +0.2% | -45.3% | +45.4% | +6.9% |
| All | +257.2% | +382.3% | -125.1% | +133.7% |
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