+263.3%
VICR vs PTEN
+135.2%
+128.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.6% |
| 7D | +0.4% | +0.7% | -0.3% | +0.3% |
| 30D | -13.9% | +31.2% | -45.2% | -16.7% |
| 3M | -38.4% | +2.0% | -40.4% | -38.4% |
| 6M | -7.2% | +42.4% | -49.6% | -19.5% |
| YTD | +72.0% | +109.2% | -37.2% | +21.7% |
| 1Y | +263.3% | +122.3% | +141.0% | +141.3% |
| All | +263.3% | +135.2% | +128.1% | +141.3% |
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