-16.1%
AVTR vs PEG
+34.2%
-50.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | +3.2% | +2.3% | +0.8% | +2.8% |
| 30D | +0.5% | +6.1% | -5.7% | -0.6% |
| 3M | +12.1% | -0.5% | +12.6% | +12.2% |
| 6M | +91.2% | -3.2% | +94.3% | +92.0% |
| YTD | +36.3% | -4.4% | +40.7% | +36.3% |
| 1Y | +35.2% | -7.4% | +42.6% | +36.6% |
| All | -16.1% | +34.2% | -50.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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