+152.2%
PLD vs ZS
+618.8%
-466.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.8% | -0.9% |
| 7D | -0.8% | -16.9% | +16.1% | +1.2% |
| 30D | -0.3% | -7.4% | +7.2% | +0.4% |
| 3M | -8.0% | +21.6% | -29.6% | -10.8% |
| 6M | -9.8% | +42.4% | -52.2% | -15.6% |
| YTD | +1.8% | -12.1% | +13.9% | +0.6% |
| 1Y | +5.6% | -37.8% | +43.4% | +9.2% |
| 3Y | +33.3% | +20.9% | +12.3% | +23.3% |
| 5Y | +0.3% | -41.6% | +41.9% | -4.4% |
| All | +152.2% | +618.8% | -466.5% | +84.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling