+39.2%
PLD vs ZBRA
+57.4%
-18.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.4% | +2.5% |
| 7D | +0.7% | -9.5% | +10.2% | +2.5% |
| 30D | +0.8% | -15.6% | +16.4% | +4.0% |
| 3M | -6.1% | -13.2% | +7.1% | -3.8% |
| 6M | -8.0% | +44.5% | -52.6% | -17.5% |
| YTD | +4.7% | +34.5% | -29.9% | -5.4% |
| 1Y | +7.2% | +25.9% | -18.7% | -1.2% |
| 3Y | +39.2% | +61.3% | -22.1% | -2.3% |
| All | +39.2% | +57.4% | -18.2% | -2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling