+142.2%
PNC vs AVTR
+3.6%
+138.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.0% | -1.6% |
| 7D | +2.3% | +7.4% | -5.1% | +0.3% |
| 30D | -3.8% | +12.2% | -16.0% | -6.9% |
| 3M | +7.8% | +57.4% | -49.6% | -5.8% |
| 6M | +19.7% | +86.7% | -67.0% | -1.0% |
| YTD | +19.1% | +33.1% | -14.0% | +7.9% |
| 1Y | +23.1% | +16.1% | +7.0% | +13.5% |
| 3Y | +132.1% | -24.6% | +156.7% | +135.3% |
| 5Y | +52.2% | -63.5% | +115.7% | +89.5% |
| All | +142.2% | +3.6% | +138.6% | +85.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling