+27.9%
AVAV vs PTEN
-2.0%
+29.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.6% |
| 7D | -2.2% | +0.7% | -2.9% | -2.4% |
| 30D | -13.9% | +31.2% | -45.2% | -17.9% |
| 3M | -29.2% | +2.0% | -31.3% | -29.5% |
| 6M | -36.1% | +42.4% | -78.5% | -41.7% |
| YTD | -40.2% | +109.2% | -149.4% | -50.5% |
| 1Y | -36.2% | +122.3% | -158.5% | -48.3% |
| All | +27.9% | -2.0% | +29.9% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling