+40.7%
ABBV vs PTEN
+79.8%
-39.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.4% | +12.4% | +2.7% |
| 7D | +3.1% | -15.5% | +18.6% | +2.5% |
| 30D | +11.6% | -7.8% | +19.4% | +11.5% |
| 3M | +21.7% | +6.4% | +15.3% | +22.4% |
| 6M | +43.5% | -11.9% | +55.4% | +43.4% |
| YTD | +32.9% | +79.4% | -46.5% | +35.4% |
| 1Y | +40.7% | +84.9% | -44.3% | +43.3% |
| All | +40.7% | +79.8% | -39.2% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling