+9.7%
AVTR vs PRU
+80.8%
-71.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.5% | +1.9% |
| 7D | +1.9% | +3.2% | -1.2% | +0.5% |
| 30D | +1.5% | +7.9% | -6.4% | -1.8% |
| 3M | +17.1% | +1.8% | +15.3% | +15.8% |
| 6M | +91.5% | +24.1% | +67.3% | +73.9% |
| YTD | +38.8% | +12.4% | +26.5% | +30.9% |
| 1Y | +37.7% | +20.9% | +16.8% | +26.0% |
| 3Y | -13.5% | +55.5% | -69.0% | -28.7% |
| 5Y | -59.3% | +42.7% | -102.0% | -65.8% |
| All | +9.7% | +80.8% | -71.1% | -19.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling