+504.9%
ABBV vs PTEN
-15.6%
+520.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +0.3% | +3.5% | -3.2% | 0.0% |
| 30D | +3.4% | +17.5% | -14.2% | +2.2% |
| 3M | +15.2% | +12.7% | +2.5% | +14.0% |
| 6M | +14.7% | +33.1% | -18.4% | +11.8% |
| YTD | +15.2% | +116.4% | -101.2% | +8.2% |
| 1Y | +20.4% | +141.2% | -120.8% | +11.9% |
| 3Y | +91.3% | -3.8% | +95.1% | +87.0% |
| 5Y | +189.6% | +92.7% | +96.9% | +160.2% |
| All | +504.9% | -15.6% | +520.5% | +440.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling