+39.7%
PLD vs ZTS
-48.8%
+88.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -1.0% | -7.4% | +6.4% | +1.1% |
| 30D | -1.8% | +9.9% | -11.7% | -4.8% |
| 3M | -6.0% | +10.3% | -16.4% | -9.1% |
| 6M | -8.4% | +9.2% | -17.5% | -11.4% |
| YTD | +4.2% | -32.9% | +37.1% | +17.5% |
| 1Y | +6.2% | -29.7% | +35.9% | +17.1% |
| All | +39.7% | -48.8% | +88.5% | +66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling