+6,834.9%
VRTX vs PTEN
+1,889.0%
+4,945.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -2.0% |
| 7D | +0.8% | +0.7% | +0.1% | +0.7% |
| 30D | +12.6% | +31.2% | -18.6% | +8.3% |
| 3M | +23.6% | +2.0% | +21.6% | +22.3% |
| 6M | +14.3% | +42.4% | -28.1% | +7.2% |
| YTD | +20.5% | +109.2% | -88.7% | +6.7% |
| 1Y | +37.6% | +122.3% | -84.7% | +20.2% |
| 3Y | +55.5% | -5.6% | +61.1% | +48.1% |
| 5Y | +175.7% | +86.5% | +89.3% | +123.5% |
| 10Y | +474.2% | -22.1% | +496.3% | +344.4% |
| All | +6,834.9% | +1,889.0% | +4,945.9% | +3,715.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling