+291.4%
MRVL vs PTEN
+89.8%
+201.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.1% | +2.1% | +3.7% |
| 7D | +13.8% | -1.7% | +15.5% | +14.3% |
| 30D | +12.7% | +18.6% | -5.9% | +7.4% |
| 3M | -11.9% | +12.5% | -24.4% | -15.9% |
| 6M | +153.8% | +41.9% | +112.0% | +124.2% |
| YTD | +177.0% | +117.8% | +59.2% | +115.0% |
| 1Y | +252.3% | +145.3% | +107.0% | +161.8% |
| 3Y | +325.5% | -2.8% | +328.4% | +283.8% |
| All | +291.4% | +89.8% | +201.6% | +220.0% |
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