+3.2%
AVTR vs PRU
+80.8%
-77.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.5% | -1.1% |
| 7D | +2.7% | +1.9% | +0.8% | +1.9% |
| 30D | +12.1% | +2.7% | +9.3% | +10.7% |
| 3M | +57.2% | +19.5% | +37.8% | +45.6% |
| 6M | +73.1% | +26.6% | +46.4% | +56.2% |
| YTD | +30.6% | +12.3% | +18.3% | +23.5% |
| 1Y | +13.5% | +18.0% | -4.6% | +4.9% |
| 3Y | -31.0% | +47.0% | -78.0% | -41.7% |
| 5Y | -63.2% | +48.4% | -111.7% | -69.5% |
| All | +3.2% | +80.8% | -77.5% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling