+504.5%
AVAV vs PTEN
-24.4%
+528.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.5% |
| 7D | -2.2% | +0.7% | -2.9% | -2.4% |
| 30D | -13.9% | +31.2% | -45.2% | -18.7% |
| 3M | -29.2% | +2.0% | -31.3% | -30.4% |
| 6M | -36.1% | +42.4% | -78.5% | -41.9% |
| YTD | -40.2% | +109.2% | -149.4% | -49.9% |
| 1Y | -36.2% | +122.3% | -158.5% | -47.5% |
| 3Y | +47.5% | -5.6% | +53.1% | +38.8% |
| 5Y | +39.3% | +86.5% | -47.2% | +7.1% |
| 10Y | +482.6% | -22.1% | +504.7% | +335.3% |
| All | +504.5% | -24.4% | +528.8% | +261.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling