+5.2%
AVTR vs PEG
+58.6%
-53.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.5% |
| 7D | +7.4% | +1.0% | +6.4% | +6.9% |
| 30D | +12.2% | -1.9% | +14.1% | +13.2% |
| 3M | +57.4% | -3.7% | +61.1% | +59.8% |
| 6M | +86.7% | -9.4% | +96.1% | +94.5% |
| YTD | +33.1% | -6.0% | +39.1% | +35.3% |
| 1Y | +16.1% | -4.4% | +20.5% | +16.6% |
| 3Y | -24.6% | +33.5% | -58.1% | -39.3% |
| 5Y | -63.5% | +35.7% | -99.2% | -71.4% |
| All | +5.2% | +58.6% | -53.5% | -32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling