-69.0%
AVAV vs PTEN
+79.8%
-148.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -9.4% | +1.0% | -8.1% |
| 7D | -10.1% | -15.5% | +5.4% | -9.8% |
| 30D | -18.7% | -7.8% | -10.9% | -18.5% |
| 3M | -33.0% | +6.4% | -39.4% | -32.8% |
| 6M | -37.2% | -11.9% | -25.3% | -35.0% |
| YTD | -53.2% | +79.4% | -132.6% | -62.0% |
| 1Y | -69.0% | +84.9% | -153.9% | -75.2% |
| All | -69.0% | +79.8% | -148.8% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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