+34.9%
PLD vs AVAV
-14.7%
+49.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.8% | +7.7% | -1.8% |
| 7D | +0.4% | -24.3% | +24.7% | +1.4% |
| 30D | -0.1% | -28.9% | +28.8% | +1.1% |
| 3M | -7.9% | -39.3% | +31.3% | -6.4% |
| 6M | -7.0% | -38.8% | +31.8% | -5.8% |
| YTD | +3.1% | -57.8% | +60.9% | +5.5% |
| 1Y | +7.1% | -70.9% | +78.0% | +11.7% |
| All | +34.9% | -14.7% | +49.6% | +19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling