+20.4%
ABBV vs PTEN
+148.3%
-127.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | +0.3% | +3.5% | -3.2% | +0.4% |
| 30D | +3.4% | +17.5% | -14.2% | +4.2% |
| 3M | +15.2% | +12.7% | +2.5% | +16.0% |
| 6M | +14.7% | +33.1% | -18.4% | +17.0% |
| YTD | +15.2% | +116.4% | -101.2% | +20.1% |
| 1Y | +20.4% | +141.2% | -120.8% | +25.6% |
| All | +20.4% | +148.3% | -127.9% | +25.6% |
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