-0.7%
PLD vs ZETA
+281.0%
-281.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.2% |
| 7D | +1.3% | +18.1% | -16.8% | -0.2% |
| 30D | -1.4% | +13.6% | -14.9% | -2.6% |
| 3M | -8.2% | +23.7% | -31.9% | -10.2% |
| 6M | -8.0% | +128.5% | -136.5% | -15.7% |
| YTD | +3.2% | +80.1% | -76.9% | -4.1% |
| 1Y | +7.0% | +98.0% | -91.0% | -1.6% |
| 3Y | +38.3% | +348.6% | -310.3% | +4.6% |
| All | -0.7% | +281.0% | -281.7% | -27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling