+267.4%
PLD vs ZBRA
+373.7%
-106.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.1% |
| 7D | +0.8% | -2.5% | +3.3% | +1.5% |
| 30D | +0.5% | -17.0% | +17.5% | +5.6% |
| 3M | -5.5% | -15.0% | +9.5% | -1.6% |
| 6M | -8.3% | +42.2% | -50.5% | -19.8% |
| YTD | +4.3% | +32.4% | -28.1% | -7.7% |
| 1Y | +7.4% | +23.3% | -15.9% | -2.9% |
| 3Y | +37.1% | +55.9% | -18.8% | +10.5% |
| 5Y | +1.3% | -44.8% | +46.1% | +7.8% |
| 10Y | +267.4% | +371.4% | -104.0% | +140.1% |
| All | +267.4% | +373.7% | -106.3% | +140.1% |
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