+172.9%
PLD vs ZS
+488.9%
-315.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.6% | +5.5% | +1.4% |
| 7D | -0.9% | -9.2% | +8.4% | +0.2% |
| 30D | -1.2% | -4.0% | +2.8% | -0.9% |
| 3M | -2.3% | +25.3% | -27.6% | -5.3% |
| 6M | +4.5% | -1.3% | +5.8% | +2.5% |
| YTD | +10.1% | -28.0% | +38.1% | +12.1% |
| 1Y | +25.9% | -42.5% | +68.4% | +31.6% |
| 3Y | +24.4% | +0.7% | +23.7% | +18.1% |
| 5Y | +15.5% | -42.3% | +57.8% | +11.0% |
| All | +172.9% | +488.9% | -315.9% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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