+2.1%
AVTR vs PTEN
+21.0%
-18.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -1.1% | +3.5% | -4.5% | -1.5% |
| 30D | +6.3% | +17.5% | -11.2% | +4.0% |
| 3M | +53.3% | +12.7% | +40.6% | +50.0% |
| 6M | +78.6% | +33.1% | +45.6% | +69.7% |
| YTD | +29.2% | +116.4% | -87.2% | +14.4% |
| 1Y | +13.8% | +141.2% | -127.3% | -1.2% |
| 3Y | -27.4% | -3.8% | -23.6% | -31.0% |
| 5Y | -65.0% | +92.7% | -157.7% | -70.6% |
| All | +2.1% | +21.0% | -18.9% | -30.9% |
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