-64.8%
AVTR vs PTEN
+89.3%
-154.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -2.0% | +2.8% | -4.8% | -2.4% |
| 30D | +8.1% | +17.6% | -9.5% | +5.8% |
| 3M | +54.2% | +8.2% | +46.0% | +52.0% |
| 6M | +82.6% | +38.1% | +44.5% | +72.3% |
| YTD | +29.8% | +117.3% | -87.4% | +14.1% |
| 1Y | +18.0% | +146.1% | -128.1% | +1.1% |
| 3Y | -26.4% | -3.0% | -23.4% | -31.9% |
| 5Y | -64.8% | +93.5% | -158.3% | -68.0% |
| All | -64.8% | +89.3% | -154.2% | -68.0% |
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