+106.6%
PLD vs AVTR
+6.1%
+100.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | 0.0% | +3.2% | -3.2% | -0.8% |
| 30D | -3.7% | +0.5% | -4.2% | -4.0% |
| 3M | -7.9% | +12.1% | -20.1% | -10.8% |
| 6M | -9.2% | +91.2% | -100.4% | -24.1% |
| YTD | +3.1% | +36.3% | -33.2% | -6.7% |
| 1Y | +6.2% | +35.2% | -29.0% | -3.9% |
| 3Y | +35.4% | -15.8% | +51.3% | +33.2% |
| 5Y | +0.1% | -58.9% | +59.0% | +18.2% |
| All | +106.6% | +6.1% | +100.5% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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