+231.7%
PLD vs ZTS
+72.0%
+159.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.1% | +0.3% |
| 7D | -0.8% | -0.4% | -0.4% | -1.0% |
| 30D | -0.3% | +11.7% | -12.0% | -6.1% |
| 3M | -8.0% | +3.5% | -11.5% | -10.6% |
| 6M | -9.8% | -27.6% | +17.8% | +2.3% |
| YTD | +1.8% | -35.5% | +37.3% | +22.2% |
| 1Y | +5.6% | -32.1% | +37.7% | +23.0% |
| 3Y | +33.3% | -49.1% | +82.3% | +76.6% |
| 5Y | +0.3% | -61.0% | +61.3% | +52.5% |
| All | +231.7% | +72.0% | +159.6% | +190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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