+1,573.8%
VSAT vs PTEN
+428.6%
+1,145.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.0% | +6.1% | +5.3% |
| 7D | +11.8% | +0.7% | +11.1% | +11.5% |
| 30D | -7.0% | +31.2% | -38.3% | -12.9% |
| 3M | +3.3% | +2.0% | +1.2% | +1.7% |
| 6M | +57.4% | +42.4% | +15.0% | +41.7% |
| YTD | +118.6% | +109.2% | +9.4% | +79.6% |
| 1Y | +150.2% | +122.3% | +27.9% | +102.3% |
| 3Y | +160.7% | -5.6% | +166.3% | +150.4% |
| 5Y | +51.2% | +86.5% | -35.3% | +19.4% |
| 10Y | -0.7% | -22.1% | +21.5% | -24.6% |
| All | +1,573.8% | +428.6% | +1,145.2% | +756.9% |
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