+256.8%
PLD vs ZTS
+74.0%
+182.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.8% | +1.1% |
| 7D | +0.7% | -1.0% | +1.7% | +0.9% |
| 30D | +0.8% | +10.8% | -10.0% | -4.6% |
| 3M | -6.1% | +14.1% | -20.2% | -12.8% |
| 6M | -8.0% | +0.8% | -8.8% | -9.9% |
| YTD | +4.7% | -33.1% | +37.8% | +23.6% |
| 1Y | +7.2% | -30.0% | +37.2% | +23.1% |
| 3Y | +39.2% | -49.5% | +88.7% | +86.4% |
| 5Y | +1.9% | -60.2% | +62.1% | +53.9% |
| 10Y | +256.8% | +77.0% | +179.7% | +199.1% |
| All | +256.8% | +74.0% | +182.8% | +199.1% |
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