+3.2%
AVTR vs PTC
+60.6%
-57.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.0% | +4.6% | +1.3% |
| 7D | +2.7% | -10.3% | +12.9% | +7.8% |
| 30D | +12.1% | +1.1% | +10.9% | +11.0% |
| 3M | +57.2% | +1.6% | +55.6% | +54.0% |
| 6M | +73.1% | -13.5% | +86.5% | +82.0% |
| YTD | +30.6% | -19.1% | +49.7% | +42.0% |
| 1Y | +13.5% | -33.9% | +47.4% | +36.1% |
| 3Y | -31.0% | -3.9% | -27.1% | -33.0% |
| 5Y | -63.2% | +6.0% | -69.3% | -66.8% |
| All | +3.2% | +60.6% | -57.4% | -41.0% |
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