+695.6%
AVGO vs PTEN
+89.3%
+606.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | +1.0% | +2.8% | -1.8% | +0.6% |
| 30D | -13.3% | +17.6% | -30.8% | -15.6% |
| 3M | -2.9% | +8.2% | -11.1% | -4.7% |
| 6M | +5.7% | +38.1% | -32.4% | -1.6% |
| YTD | +4.6% | +117.3% | -112.6% | -10.7% |
| 1Y | -1.6% | +146.1% | -147.7% | -18.5% |
| 3Y | +336.2% | -3.0% | +339.3% | +304.7% |
| 5Y | +695.6% | +93.5% | +602.2% | +563.8% |
| All | +695.6% | +89.3% | +606.3% | +563.8% |
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 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