+47.1%
VSAT vs PTEN
+94.7%
-47.5%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.1% | -9.1% | -7.6% |
| 7D | +3.5% | -1.7% | +5.2% | +3.9% |
| 30D | -14.7% | +18.6% | -33.3% | -19.5% |
| 3M | +13.2% | +12.5% | +0.7% | +7.3% |
| 6M | +57.4% | +41.9% | +15.5% | +34.6% |
| YTD | +110.0% | +117.8% | -7.8% | +53.2% |
| 1Y | +134.4% | +145.3% | -10.9% | +63.1% |
| 3Y | +203.5% | -2.8% | +206.3% | +174.5% |
| 5Y | +47.1% | +93.4% | -46.3% | +10.5% |
| All | +47.1% | +94.7% | -47.5% | +10.5% |
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