+17.6%
PLD vs ZETA
+244.4%
-226.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.3% | -6.5% | -1.7% |
| 7D | -0.8% | -0.4% | -0.3% | -0.8% |
| 30D | -0.3% | -8.0% | +7.8% | +0.3% |
| 3M | -8.0% | +21.4% | -29.4% | -9.7% |
| 6M | -9.8% | +80.1% | -89.9% | -14.9% |
| YTD | +1.8% | +52.5% | -50.7% | -3.3% |
| 1Y | +5.6% | +58.5% | -52.9% | -0.2% |
| 3Y | +33.3% | +281.7% | -248.4% | +7.0% |
| 5Y | +0.3% | +237.3% | -237.0% | -21.4% |
| All | +17.6% | +244.4% | -226.8% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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