+5.2%
AVTR vs PTEN
+19.2%
-14.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | -0.1% | +1.6% |
| 7D | +7.4% | -1.0% | +8.4% | +7.5% |
| 30D | +12.2% | +29.3% | -17.1% | +8.4% |
| 3M | +57.4% | +7.2% | +50.1% | +54.9% |
| 6M | +86.7% | +43.5% | +43.1% | +75.4% |
| YTD | +33.1% | +113.2% | -80.2% | +18.1% |
| 1Y | +16.1% | +135.1% | -118.9% | +1.1% |
| 3Y | -24.6% | -4.8% | -19.8% | -28.2% |
| 5Y | -63.5% | +94.6% | -158.1% | -69.4% |
| All | +5.2% | +19.2% | -14.1% | -28.7% |
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