-27.7%
AVTR vs PTC
-2.9%
-24.8%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.0% | +4.6% | +0.9% |
| 7D | +2.7% | -10.3% | +12.9% | +7.1% |
| 30D | +12.1% | +1.1% | +10.9% | +11.1% |
| 3M | +57.2% | +1.6% | +55.6% | +54.6% |
| 6M | +73.1% | -13.5% | +86.5% | +82.4% |
| YTD | +30.6% | -19.1% | +49.7% | +41.9% |
| 1Y | +13.5% | -33.9% | +47.4% | +34.8% |
| All | -27.7% | -2.9% | -24.8% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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