+6.2%
PLD vs ZS
-41.8%
+48.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | 0.0% | -5.2% | +5.2% | -0.1% |
| 30D | -3.7% | -15.5% | +11.8% | -4.1% |
| 3M | -7.9% | +9.0% | -16.9% | -7.5% |
| 6M | -9.2% | +32.2% | -41.4% | -7.5% |
| YTD | +3.1% | -14.1% | +17.1% | +2.4% |
| 1Y | +6.2% | -39.1% | +45.3% | +5.1% |
| All | +6.2% | -41.8% | +48.0% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling