+50.1%
VRTX vs PTEN
-3.1%
+53.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -1.5% |
| 7D | -6.4% | -1.7% | -4.7% | -6.4% |
| 30D | -0.5% | +18.6% | -19.1% | -0.8% |
| 3M | +16.9% | +12.5% | +4.5% | +16.7% |
| 6M | +13.1% | +41.9% | -28.8% | +11.8% |
| YTD | +14.9% | +117.8% | -102.8% | +11.4% |
| 1Y | +31.4% | +145.3% | -113.9% | +26.6% |
| All | +50.1% | -3.1% | +53.2% | +44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling