-49.9%
AVTR vs PCOR
-8.1%
-41.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +3.2% | +2.2% | +1.0% | +2.6% |
| 30D | +0.5% | +37.4% | -37.0% | -8.6% |
| 3M | +12.1% | +33.2% | -21.1% | +2.4% |
| 6M | +91.2% | +60.6% | +30.6% | +64.1% |
| YTD | +36.3% | +6.2% | +30.1% | +30.0% |
| 1Y | +35.2% | -1.1% | +36.3% | +31.6% |
| 3Y | -15.8% | +48.4% | -64.2% | -28.2% |
| 5Y | -58.9% | -13.1% | -45.8% | -63.8% |
| All | -49.9% | -8.1% | -41.8% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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