+339.7%
AVGO vs PTEN
-3.1%
+342.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.3% | -1.5% |
| 7D | -0.8% | -1.7% | +0.9% | -0.5% |
| 30D | -13.7% | +18.6% | -32.3% | -16.5% |
| 3M | -6.9% | +12.5% | -19.4% | -9.6% |
| 6M | +5.8% | +41.9% | -36.1% | -3.7% |
| YTD | +5.7% | +117.8% | -112.1% | -13.8% |
| 1Y | +9.0% | +145.3% | -136.3% | -14.7% |
| All | +339.7% | -3.1% | +342.8% | +284.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling