+404.6%
VIAV vs PTEN
-15.6%
+420.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.7% |
| 7D | +11.2% | +3.5% | +7.7% | +10.6% |
| 30D | -10.1% | +17.5% | -27.6% | -12.3% |
| 3M | -22.9% | +12.7% | -35.6% | -24.5% |
| 6M | +28.8% | +33.1% | -4.3% | +22.2% |
| YTD | +117.5% | +116.4% | +1.0% | +91.8% |
| 1Y | +216.1% | +141.2% | +74.9% | +173.1% |
| 3Y | +292.2% | -3.8% | +296.0% | +276.5% |
| 5Y | +141.0% | +92.7% | +48.3% | +100.6% |
| All | +404.6% | -15.6% | +420.2% | +258.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling