+7.4%
AVTR vs PTC
+123.8%
-116.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.5% | -2.3% |
| 7D | -0.1% | +1.3% | -1.4% | -0.6% |
| 30D | -0.6% | +1.1% | -1.7% | -1.1% |
| 3M | +13.4% | +30.1% | -16.7% | -1.3% |
| 6M | +87.4% | +34.0% | +53.3% | +58.8% |
| YTD | +35.9% | +12.8% | +23.0% | +24.8% |
| 1Y | +35.4% | +10.7% | +24.7% | +25.4% |
| 3Y | -16.1% | +29.6% | -45.8% | -29.9% |
| 5Y | -59.4% | +63.5% | -122.9% | -70.3% |
| All | +7.4% | +123.8% | -116.5% | -48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling