+170.7%
PLD vs ZS
+517.5%
-346.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.2% |
| 7D | -2.4% | -7.8% | +5.4% | -1.5% |
| 30D | -2.4% | +5.0% | -7.5% | -3.2% |
| 3M | -3.8% | +25.5% | -29.3% | -6.8% |
| 6M | 0.0% | +8.7% | -8.7% | -3.1% |
| YTD | +9.2% | -24.5% | +33.7% | +10.6% |
| 1Y | +25.9% | -36.7% | +62.6% | +30.1% |
| 3Y | +21.3% | +7.2% | +14.1% | +14.3% |
| 5Y | +14.1% | -40.9% | +55.0% | +9.4% |
| All | +170.7% | +517.5% | -346.8% | +103.1% |
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 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