+236.9%
PLD vs AVAV
+479.1%
-242.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | -2.4% | -2.2% | -0.2% | -2.2% |
| 30D | -2.4% | -13.9% | +11.5% | -1.1% |
| 3M | -3.8% | -29.2% | +25.4% | -1.2% |
| 6M | 0.0% | -36.1% | +36.2% | +3.2% |
| YTD | +9.2% | -40.2% | +49.4% | +12.3% |
| 1Y | +25.9% | -36.2% | +62.1% | +27.1% |
| 3Y | +21.3% | +47.5% | -26.2% | +4.4% |
| 5Y | +14.1% | +39.3% | -25.1% | -3.6% |
| All | +236.9% | +479.1% | -242.1% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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