+32,355.3%
AVGO vs PTEN
+21.0%
+32,334.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.0% | +2.6% |
| 7D | -0.3% | -1.0% | +0.7% | -0.1% |
| 30D | -13.8% | +29.3% | -43.1% | -18.0% |
| 3M | -6.9% | +7.2% | -14.2% | -8.9% |
| 6M | +11.9% | +43.5% | -31.6% | +2.7% |
| YTD | +6.9% | +113.2% | -106.4% | -9.4% |
| 1Y | +7.4% | +135.1% | -127.7% | -11.1% |
| 3Y | +345.6% | -4.8% | +350.4% | +322.2% |
| 5Y | +718.9% | +94.6% | +624.3% | +536.8% |
| 10Y | +2,755.4% | -24.2% | +2,779.6% | +2,032.0% |
| All | +32,355.3% | +21.0% | +32,334.3% | +18,107.2% |
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