+35.1%
AVTR vs PFG
+46.8%
-11.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.1% | -3.7% | -1.0% |
| 7D | -6.2% | +4.9% | -11.1% | -7.8% |
| 30D | -1.0% | +5.7% | -6.7% | -2.9% |
| 3M | +14.4% | +2.6% | +11.8% | +13.2% |
| 6M | +95.9% | +19.8% | +76.1% | +77.4% |
| YTD | +36.6% | +36.3% | +0.3% | +14.2% |
| 1Y | +35.1% | +47.9% | -12.7% | +8.5% |
| All | +35.1% | +46.8% | -11.7% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling