+312.1%
PLD vs AVAV
+308.3%
+3.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.8% | +7.7% | -0.5% |
| 7D | +0.4% | -24.3% | +24.7% | +5.0% |
| 30D | -0.1% | -28.9% | +28.8% | +5.4% |
| 3M | -7.9% | -39.3% | +31.3% | -0.7% |
| 6M | -7.0% | -38.8% | +31.8% | -1.7% |
| YTD | +3.1% | -57.8% | +60.9% | +13.4% |
| 1Y | +7.1% | -70.9% | +78.0% | +25.4% |
| 3Y | +32.9% | -14.8% | +47.7% | +18.2% |
| 5Y | +1.5% | +7.3% | -5.8% | -18.3% |
| 10Y | +245.9% | +325.3% | -79.4% | +72.7% |
| All | +312.1% | +308.3% | +3.8% | +70.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling