-16.5%
AVTR vs PTEN
+2.7%
-19.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -0.9% |
| 7D | +0.5% | +10.6% | -10.1% | -1.0% |
| 30D | -1.0% | -4.9% | +3.9% | -0.7% |
| 3M | +12.2% | +1.4% | +10.8% | +11.2% |
| 6M | +97.5% | -7.0% | +104.5% | +97.3% |
| YTD | +35.6% | +84.8% | -49.2% | +14.2% |
| 1Y | +32.8% | +95.7% | -62.9% | +10.2% |
| 3Y | -16.5% | +2.0% | -18.5% | -25.1% |
| All | -16.5% | +2.7% | -19.2% | -25.1% |
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 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