+13.8%
AVTR vs PNR
-47.6%
+61.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -1.1% | -6.0% | +5.0% | +1.3% |
| 30D | +6.3% | -14.0% | +20.3% | +12.5% |
| 3M | +53.3% | -21.7% | +75.0% | +66.1% |
| 6M | +78.6% | -37.3% | +115.9% | +114.2% |
| YTD | +29.2% | -45.1% | +74.4% | +66.0% |
| 1Y | +13.8% | -49.1% | +63.0% | +65.4% |
| All | +13.8% | -47.6% | +61.4% | +65.4% |
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