+41.0%
AVAV vs PTEN
+88.2%
-47.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +0.9% | +2.5% |
| 7D | +3.2% | -1.0% | +4.2% | +3.3% |
| 30D | -20.3% | +29.3% | -49.6% | -23.9% |
| 3M | -19.4% | +7.2% | -26.7% | -21.0% |
| 6M | -35.3% | +43.5% | -78.8% | -40.6% |
| YTD | -38.5% | +113.2% | -151.7% | -48.0% |
| 1Y | -37.2% | +135.1% | -172.3% | -48.2% |
| 3Y | +31.1% | -4.8% | +35.9% | +22.5% |
| 5Y | +41.0% | +94.6% | -53.6% | +31.7% |
| All | +41.0% | +88.2% | -47.1% | +31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling