+601.8%
VEEV vs PTEN
-26.8%
+628.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.7% | -1.7% |
| 7D | -7.1% | -1.7% | -5.4% | -7.0% |
| 30D | +11.1% | +18.6% | -7.5% | +9.7% |
| 3M | +55.5% | +12.5% | +43.1% | +53.6% |
| 6M | +33.4% | +41.9% | -8.5% | +28.9% |
| YTD | +16.8% | +117.8% | -101.0% | +8.9% |
| 1Y | -7.7% | +145.3% | -153.1% | -15.1% |
| 3Y | +18.4% | -2.8% | +21.2% | +15.3% |
| 5Y | -14.8% | +93.4% | -108.2% | -22.8% |
| 10Y | +546.5% | -16.6% | +563.1% | +483.0% |
| All | +601.8% | -26.8% | +628.6% | +509.8% |
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