+257.2%
PLD vs AVAV
+315.4%
-58.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.4% |
| 7D | +1.3% | +4.2% | -2.9% | +0.9% |
| 30D | -1.4% | -2.6% | +1.2% | -1.4% |
| 3M | -8.2% | -38.0% | +29.8% | -4.1% |
| 6M | -8.0% | -27.0% | +19.0% | -6.6% |
| YTD | +3.2% | -51.4% | +54.6% | +7.9% |
| 1Y | +7.0% | -60.2% | +67.3% | +14.3% |
| 3Y | +38.3% | -6.7% | +44.9% | +26.0% |
| 5Y | +0.2% | +28.3% | -28.1% | -15.4% |
| All | +257.2% | +315.4% | -58.2% | +158.4% |
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