+8.5%
AVTR vs PRU
+82.3%
-73.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +0.5% | -2.8% | +3.3% | +1.7% |
| 30D | +1.5% | +8.5% | -7.0% | -2.1% |
| 3M | +14.2% | +1.7% | +12.5% | +13.0% |
| 6M | +97.4% | +24.8% | +72.6% | +78.9% |
| YTD | +37.3% | +13.3% | +24.0% | +29.0% |
| 1Y | +36.8% | +21.4% | +15.4% | +24.9% |
| 3Y | -15.2% | +54.8% | -70.0% | -30.1% |
| 5Y | -59.2% | +42.4% | -101.5% | -65.6% |
| All | +8.5% | +82.3% | -73.8% | -21.0% |
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