+2,770.9%
AVGO vs PTEN
-15.6%
+2,786.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +1.1% | +3.5% | -2.3% | +0.6% |
| 30D | -13.0% | +17.5% | -30.5% | -15.1% |
| 3M | -6.0% | +12.7% | -18.7% | -8.2% |
| 6M | +6.4% | +33.1% | -26.7% | +0.4% |
| YTD | +5.0% | +116.4% | -111.5% | -8.5% |
| 1Y | +1.4% | +141.2% | -139.8% | -13.5% |
| 3Y | +336.8% | -3.8% | +340.6% | +315.5% |
| 5Y | +698.2% | +92.7% | +605.5% | +559.2% |
| All | +2,770.9% | -15.6% | +2,786.6% | +1,968.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling