-25.3%
AVTR vs PEG
+33.9%
-59.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.7% |
| 7D | +7.4% | +1.0% | +6.4% | +7.2% |
| 30D | +12.2% | -1.9% | +14.1% | +12.6% |
| 3M | +57.4% | -3.7% | +61.1% | +58.3% |
| 6M | +86.7% | -9.4% | +96.1% | +90.2% |
| YTD | +33.1% | -6.0% | +39.1% | +33.6% |
| 1Y | +16.1% | -4.4% | +20.5% | +15.6% |
| All | -25.3% | +33.9% | -59.2% | -35.0% |
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