+35.7%
AVAV vs PTEN
+23.8%
+11.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.6% | +13.2% | +12.7% |
| 7D | +3.2% | -16.4% | +19.6% | +6.6% |
| 30D | -7.4% | -12.8% | +5.4% | -5.3% |
| 3M | -32.0% | +0.7% | -32.7% | -32.5% |
| 6M | -24.6% | -12.2% | -12.4% | -23.9% |
| YTD | -47.5% | +66.1% | -113.6% | -54.2% |
| 1Y | -61.5% | +69.2% | -130.7% | -66.6% |
| 3Y | +5.5% | -8.2% | +13.7% | -1.2% |
| 5Y | +35.7% | +19.2% | +16.5% | +24.7% |
| All | +35.7% | +23.8% | +11.9% | +24.7% |
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