-39.0%
AVAV vs PTEN
+135.1%
-174.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.1% | -7.5% | -5.5% |
| 7D | -3.2% | -1.7% | -1.5% | -3.1% |
| 30D | -25.6% | +18.6% | -44.2% | -26.3% |
| 3M | -20.2% | +12.5% | -32.7% | -19.4% |
| 6M | -38.1% | +41.9% | -79.9% | -42.2% |
| YTD | -41.8% | +117.8% | -159.6% | -53.9% |
| 1Y | -39.0% | +145.3% | -184.4% | -54.8% |
| All | -39.0% | +135.1% | -174.1% | -54.8% |
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