+35.1%
AVTR vs PRU
+27.9%
+7.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.6% | -6.2% | -1.5% |
| 7D | -6.2% | +9.8% | -16.0% | -8.9% |
| 30D | -1.0% | +11.6% | -12.6% | -4.4% |
| 3M | +14.4% | +3.7% | +10.7% | +13.0% |
| 6M | +95.9% | +33.0% | +62.9% | +75.4% |
| YTD | +36.6% | +16.6% | +20.0% | +27.1% |
| 1Y | +35.1% | +26.9% | +8.2% | +13.3% |
| All | +35.1% | +27.9% | +7.3% | +13.3% |
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