+89.8%
ABBV vs PTEN
-3.4%
+93.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.6% |
| 7D | -2.0% | +2.8% | -4.8% | -2.1% |
| 30D | +2.0% | +17.6% | -15.6% | +1.2% |
| 3M | +14.2% | +8.2% | +6.0% | +13.7% |
| 6M | +14.1% | +38.1% | -24.0% | +11.8% |
| YTD | +14.2% | +117.3% | -103.0% | +8.3% |
| 1Y | +24.2% | +146.1% | -121.9% | +16.1% |
| All | +89.8% | -3.4% | +93.1% | +86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling