+128.1%
PLD vs ZM
+55.9%
+72.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -4.0% | -1.0% |
| 7D | -2.4% | +2.9% | -5.3% | -2.6% |
| 30D | -2.4% | +0.7% | -3.1% | -2.6% |
| 3M | -3.8% | -3.7% | -0.1% | -3.7% |
| 6M | 0.0% | +29.9% | -29.9% | -2.8% |
| YTD | +9.2% | +17.4% | -8.2% | +6.8% |
| 1Y | +25.9% | +22.4% | +3.5% | +22.5% |
| 3Y | +21.3% | +41.3% | -20.0% | +15.7% |
| 5Y | +14.1% | -66.0% | +80.2% | +11.5% |
| All | +128.1% | +55.9% | +72.2% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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