-15.5%
AVTR vs PRU
+56.1%
-71.6%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +0.5% | -2.8% | +3.3% | +1.9% |
| 30D | +1.5% | +8.5% | -7.0% | -3.0% |
| 3M | +14.2% | +1.7% | +12.5% | +12.7% |
| 6M | +97.4% | +24.8% | +72.6% | +73.4% |
| YTD | +37.3% | +13.3% | +24.0% | +26.6% |
| 1Y | +36.8% | +21.4% | +15.4% | +21.0% |
| All | -15.5% | +56.1% | -71.6% | -33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling