+72.9%
PBR vs AVTR
+37.4%
+35.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.4% | -7.4% | -7.0% |
| 7D | -11.0% | -6.2% | -4.8% | -11.3% |
| 30D | -18.8% | -1.0% | -17.8% | -18.8% |
| 3M | +7.8% | +14.4% | -6.6% | +9.3% |
| 6M | -7.6% | +95.9% | -103.5% | +1.0% |
| YTD | +72.7% | +36.6% | +36.1% | +82.6% |
| 1Y | +72.9% | +35.1% | +37.8% | +83.9% |
| All | +72.9% | +37.4% | +35.5% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling