+151.4%
ADBE vs PTEN
-15.6%
+167.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.4% |
| 7D | -5.4% | +3.5% | -8.8% | -5.6% |
| 30D | -2.5% | +17.5% | -20.1% | -4.0% |
| 3M | +15.3% | +12.7% | +2.6% | +13.6% |
| 6M | -7.8% | +33.1% | -40.9% | -10.8% |
| YTD | -27.9% | +116.4% | -144.4% | -33.4% |
| 1Y | -28.0% | +141.2% | -169.2% | -34.4% |
| 3Y | -55.3% | -3.8% | -51.5% | -56.7% |
| 5Y | -61.7% | +92.7% | -154.4% | -65.8% |
| All | +151.4% | -15.6% | +167.1% | +107.2% |
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