+13.5%
AVTR vs PRU
+19.0%
-5.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.5% | -1.2% |
| 7D | +2.7% | +1.9% | +0.8% | +2.1% |
| 30D | +12.1% | +2.7% | +9.3% | +11.1% |
| 3M | +57.2% | +19.5% | +37.8% | +49.0% |
| 6M | +73.1% | +26.6% | +46.4% | +59.7% |
| YTD | +30.6% | +12.3% | +18.3% | +24.2% |
| 1Y | +13.5% | +18.0% | -4.6% | +3.2% |
| All | +13.5% | +19.0% | -5.5% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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