-12.2%
VEEV vs PTEN
+87.9%
-100.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -4.6% | +3.5% | -8.1% | -4.9% |
| 30D | +8.6% | +17.5% | -8.9% | +7.1% |
| 3M | +62.4% | +12.7% | +49.7% | +60.3% |
| 6M | +40.3% | +33.1% | +7.2% | +35.7% |
| YTD | +17.5% | +116.4% | -98.9% | +7.8% |
| 1Y | -6.1% | +141.2% | -147.3% | -15.2% |
| 3Y | +16.7% | -3.8% | +20.5% | +14.0% |
| All | -12.2% | +87.9% | -100.1% | -21.0% |
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