+119.0%
PLD vs AVTR
+1.7%
+117.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.4% |
| 7D | -2.4% | +2.7% | -5.1% | -3.1% |
| 30D | -2.4% | +12.1% | -14.5% | -5.2% |
| 3M | -3.8% | +57.2% | -61.0% | -15.1% |
| 6M | 0.0% | +73.1% | -73.0% | -14.3% |
| YTD | +9.2% | +30.6% | -21.4% | +0.1% |
| 1Y | +25.9% | +13.5% | +12.4% | +17.7% |
| 3Y | +21.3% | -31.0% | +52.3% | +26.5% |
| 5Y | +14.1% | -63.2% | +77.4% | +38.5% |
| All | +119.0% | +1.7% | +117.3% | +101.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling