+80.0%
VICR vs PTEN
+79.8%
+0.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -9.4% | -1.8% | -10.4% |
| 7D | -26.6% | -15.5% | -11.1% | -25.6% |
| 30D | -47.9% | -7.8% | -40.2% | -47.3% |
| 3M | -29.8% | +6.4% | -36.2% | -28.5% |
| 6M | -36.6% | -11.9% | -24.8% | -36.1% |
| YTD | +45.1% | +79.4% | -34.2% | +15.8% |
| 1Y | +80.0% | +84.9% | -4.9% | +41.6% |
| All | +80.0% | +79.8% | +0.2% | +41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling