+13.5%
AVTR vs PNR
-43.1%
+56.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.8% | -1.6% |
| 7D | +2.7% | -2.4% | +5.0% | +3.6% |
| 30D | +12.1% | -12.8% | +24.8% | +18.0% |
| 3M | +57.2% | -17.0% | +74.2% | +66.9% |
| 6M | +73.1% | -37.4% | +110.5% | +112.0% |
| YTD | +30.6% | -41.6% | +72.2% | +64.9% |
| 1Y | +13.5% | -44.6% | +58.1% | +54.4% |
| All | +13.5% | -43.1% | +56.6% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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