+177.1%
VRTX vs PTEN
+94.7%
+82.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -1.5% |
| 7D | -6.4% | -1.7% | -4.7% | -6.3% |
| 30D | -0.5% | +18.6% | -19.1% | -1.2% |
| 3M | +16.9% | +12.5% | +4.5% | +16.3% |
| 6M | +13.1% | +41.9% | -28.8% | +10.9% |
| YTD | +14.9% | +117.8% | -102.8% | +10.2% |
| 1Y | +31.4% | +145.3% | -113.9% | +25.0% |
| 3Y | +51.9% | -2.8% | +54.7% | +50.0% |
| 5Y | +177.1% | +93.4% | +83.7% | +162.4% |
| All | +177.1% | +94.7% | +82.4% | +162.4% |
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