+1,747.8%
PLD vs ZBRA
+2,309.3%
-561.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.1% |
| 7D | -2.4% | +1.8% | -4.2% | -2.9% |
| 30D | -2.4% | -1.7% | -0.7% | -2.1% |
| 3M | -3.8% | +47.8% | -51.6% | -15.6% |
| 6M | 0.0% | +56.7% | -56.7% | -14.3% |
| YTD | +9.2% | +49.4% | -40.2% | -5.8% |
| 1Y | +25.9% | +16.5% | +9.4% | +15.9% |
| 3Y | +21.3% | +31.5% | -10.1% | +4.8% |
| 5Y | +14.1% | -38.6% | +52.7% | +18.7% |
| 10Y | +237.9% | +421.0% | -183.1% | +81.5% |
| All | +1,747.8% | +2,309.3% | -561.5% | +560.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling