+430.5%
AVAV vs PTEN
-40.0%
+470.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.6% | +13.2% | +12.7% |
| 7D | +3.2% | -16.4% | +19.6% | +7.0% |
| 30D | -7.4% | -12.8% | +5.4% | -5.0% |
| 3M | -32.0% | +0.7% | -32.7% | -32.6% |
| 6M | -24.6% | -12.2% | -12.4% | -24.0% |
| 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% | -0.3% |
| 5Y | +35.7% | +19.2% | +16.5% | +14.8% |
| 10Y | +379.1% | -45.6% | +424.6% | +285.3% |
| All | +430.5% | -40.0% | +470.5% | +230.8% |
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 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