-63.5%
AVTR vs PTC
+1.8%
-65.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.5% | +7.4% | +4.2% |
| 7D | +7.4% | -12.8% | +20.2% | +13.7% |
| 30D | +12.2% | -9.8% | +22.0% | +16.8% |
| 3M | +57.4% | -2.1% | +59.4% | +56.6% |
| 6M | +86.7% | -18.1% | +104.8% | +100.8% |
| YTD | +33.1% | -23.5% | +56.6% | +47.9% |
| 1Y | +16.1% | -37.4% | +53.5% | +41.8% |
| 3Y | -24.6% | -7.2% | -17.4% | -26.0% |
| 5Y | -63.5% | +2.7% | -66.2% | -66.7% |
| All | -63.5% | +1.8% | -65.3% | -66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling