+195.7%
MRVL vs PTEN
+2.7%
+193.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.8% | -7.5% | -5.6% |
| 7D | +11.0% | +10.6% | +0.4% | +7.3% |
| 30D | -36.1% | -4.9% | -31.2% | -34.8% |
| 3M | -29.4% | +1.4% | -30.9% | -30.0% |
| 6M | -11.9% | -7.0% | -4.8% | -10.9% |
| YTD | +84.8% | +84.8% | 0.0% | +39.5% |
| 1Y | +79.4% | +95.7% | -16.3% | +32.2% |
| 3Y | +195.7% | +2.0% | +193.8% | +165.1% |
| All | +195.7% | +2.7% | +193.0% | +165.1% |
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