-0.7%
PLD vs ZS
-45.5%
+44.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | +1.3% | -2.6% | +4.0% | +1.7% |
| 30D | -1.4% | -12.8% | +11.5% | 0.0% |
| 3M | -8.2% | +2.3% | -10.4% | -9.1% |
| 6M | -8.0% | +26.3% | -34.3% | -13.0% |
| YTD | +3.2% | -14.4% | +17.6% | +2.7% |
| 1Y | +7.0% | -37.6% | +44.7% | +12.1% |
| 3Y | +38.3% | +8.0% | +30.3% | +27.9% |
| All | -0.7% | -45.5% | +44.7% | -9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling