-61.1%
AVTR vs PCOR
-19.4%
-41.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -9.2% | +23.7% | -32.9% | -15.2% |
| 30D | -1.9% | +39.0% | -40.9% | -11.5% |
| 3M | +13.3% | +35.8% | -22.4% | +2.3% |
| 6M | +88.1% | +38.2% | +49.8% | +67.2% |
| YTD | +32.1% | +3.9% | +28.2% | +26.5% |
| 1Y | +30.7% | +5.7% | +25.1% | +24.0% |
| 3Y | -17.6% | +44.8% | -62.4% | -30.2% |
| All | -61.1% | -19.4% | -41.8% | -63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling