+6.7%
AVTR vs PRU
+76.7%
-70.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +3.3% |
| 7D | -3.6% | +2.4% | -6.0% | -4.7% |
| 30D | +0.8% | +6.1% | -5.3% | -1.9% |
| 3M | +17.4% | -0.7% | +18.1% | +17.3% |
| 6M | +83.5% | +22.1% | +61.4% | +67.8% |
| YTD | +35.0% | +9.8% | +25.2% | +28.5% |
| 1Y | +36.7% | +19.4% | +17.3% | +25.7% |
| 3Y | -15.3% | +50.4% | -65.7% | -29.3% |
| 5Y | -59.5% | +37.2% | -96.6% | -65.4% |
| All | +6.7% | +76.7% | -70.0% | -21.3% |
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 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