+1,404.9%
VSAT vs PTEN
+366.9%
+1,038.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.8% | -7.8% | -5.6% |
| 7D | +5.9% | +10.6% | -4.7% | +3.4% |
| 30D | +9.7% | -4.9% | +14.6% | +11.1% |
| 3M | -18.3% | +1.4% | -19.8% | -18.9% |
| 6M | -4.1% | -7.0% | +3.0% | -4.0% |
| YTD | +96.5% | +84.8% | +11.7% | +65.8% |
| 1Y | +89.3% | +95.7% | -6.4% | +57.7% |
| 3Y | +270.1% | +2.0% | +268.1% | +249.9% |
| 5Y | +26.4% | +48.0% | -21.6% | +5.5% |
| 10Y | -16.5% | -38.3% | +21.8% | -33.3% |
| All | +1,404.9% | +366.9% | +1,038.0% | +691.1% |
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