+425.8%
VRTX vs PTEN
-15.3%
+441.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.2% |
| 7D | -7.8% | +2.8% | -10.6% | -7.9% |
| 30D | -2.8% | +17.6% | -20.4% | -3.8% |
| 3M | +18.1% | +8.2% | +9.9% | +17.2% |
| 6M | +3.1% | +38.1% | -35.0% | +0.4% |
| YTD | +13.5% | +117.3% | -103.8% | +7.1% |
| 1Y | +32.4% | +146.1% | -113.7% | +23.6% |
| 3Y | +50.0% | -3.0% | +53.0% | +46.9% |
| 5Y | +172.9% | +93.5% | +79.4% | +147.4% |
| All | +425.8% | -15.3% | +441.1% | +387.7% |
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