+372.5%
PLD vs ZTS
+185.1%
+187.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.1% | +0.1% |
| 7D | -0.8% | -0.4% | -0.4% | -0.9% |
| 30D | -0.3% | +11.7% | -12.0% | -5.3% |
| 3M | -8.0% | +3.5% | -11.5% | -10.2% |
| 6M | -9.8% | -27.6% | +17.8% | +0.6% |
| YTD | +1.8% | -35.5% | +37.3% | +19.2% |
| 1Y | +5.6% | -32.1% | +37.7% | +20.5% |
| 3Y | +33.3% | -49.1% | +82.3% | +70.2% |
| 5Y | +0.3% | -61.0% | +61.3% | +42.4% |
| 10Y | +241.6% | +74.4% | +167.2% | +206.4% |
| All | +372.5% | +185.1% | +187.4% | +277.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling