+15.5%
PLD vs ZBRA
-39.4%
+54.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.6% | +1.6% |
| 7D | -0.9% | +2.6% | -3.4% | -1.6% |
| 30D | -1.2% | -6.4% | +5.2% | +0.5% |
| 3M | -2.3% | +51.3% | -53.6% | -15.1% |
| 6M | +4.5% | +60.5% | -56.0% | -11.7% |
| YTD | +10.1% | +45.2% | -35.0% | -4.8% |
| 1Y | +25.9% | +12.3% | +13.5% | +18.0% |
| 3Y | +24.4% | +37.5% | -13.1% | +3.1% |
| 5Y | +15.5% | -39.2% | +54.6% | +19.1% |
| All | +15.5% | -39.4% | +54.9% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling