+30,513.3%
AVGO vs PTEN
+4.8%
+30,508.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.8% | -7.6% | -5.3% |
| 7D | +18.2% | +10.6% | +7.6% | +16.0% |
| 30D | +0.2% | -4.9% | +5.2% | +0.9% |
| 3M | -16.8% | +1.4% | -18.2% | -17.5% |
| 6M | -16.5% | -7.0% | -9.4% | -16.6% |
| YTD | +0.8% | +84.8% | -84.0% | -12.6% |
| 1Y | +2.8% | +95.7% | -92.9% | -12.0% |
| 3Y | +278.5% | +2.0% | +276.6% | +253.8% |
| 5Y | +573.1% | +48.0% | +525.1% | +451.7% |
| 10Y | +2,598.7% | -38.3% | +2,637.0% | +2,004.2% |
| All | +30,513.3% | +4.8% | +30,508.5% | +17,448.1% |
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