+56.4%
VICR vs PTEN
+87.9%
-31.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.4% | +11.5% | +11.3% |
| 7D | +5.0% | +3.5% | +1.5% | +4.0% |
| 30D | -12.5% | +17.5% | -30.0% | -16.0% |
| 3M | -33.6% | +12.7% | -46.3% | -36.2% |
| 6M | +10.7% | +33.1% | -22.4% | -0.7% |
| YTD | +80.6% | +116.4% | -35.9% | +40.2% |
| 1Y | +288.4% | +141.2% | +147.2% | +191.9% |
| 3Y | +213.8% | -3.8% | +217.6% | +180.8% |
| All | +56.4% | +87.9% | -31.5% | +24.5% |
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