+33.3%
PLD vs AVTR
-15.6%
+48.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.6% |
| 7D | -0.8% | -3.6% | +2.8% | -0.2% |
| 30D | -0.3% | +0.8% | -1.0% | -0.5% |
| 3M | -8.0% | +17.4% | -25.4% | -10.6% |
| 6M | -9.8% | +83.5% | -93.3% | -19.9% |
| YTD | +1.8% | +35.0% | -33.2% | -4.6% |
| 1Y | +5.6% | +36.7% | -31.1% | -1.4% |
| 3Y | +33.3% | -15.3% | +48.6% | +25.8% |
| All | +33.3% | -15.6% | +48.8% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling