+159.3%
PLD vs ZS
+623.8%
-464.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.7% |
| 7D | +0.7% | -11.1% | +11.8% | +2.0% |
| 30D | +0.8% | -14.8% | +15.7% | +2.5% |
| 3M | -6.1% | +18.0% | -24.1% | -8.6% |
| 6M | -8.0% | +30.8% | -38.9% | -12.9% |
| YTD | +4.7% | -11.5% | +16.2% | +3.4% |
| 1Y | +7.2% | -37.8% | +45.0% | +10.9% |
| 3Y | +39.2% | +16.6% | +22.6% | +29.5% |
| 5Y | +1.9% | -43.6% | +45.4% | -2.6% |
| All | +159.3% | +623.8% | -464.4% | +90.0% |
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