-31.9%
ADSK vs PTEN
+135.2%
-167.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.0% | -7.2% | -8.3% |
| 7D | -16.4% | +0.7% | -17.1% | -16.4% |
| 30D | -9.2% | +31.2% | -40.4% | -8.1% |
| 3M | -6.7% | +2.0% | -8.8% | -5.1% |
| 6M | -15.5% | +42.4% | -57.9% | -14.1% |
| YTD | -26.4% | +109.2% | -135.6% | -24.8% |
| 1Y | -31.9% | +122.3% | -154.2% | -31.6% |
| All | -31.9% | +135.2% | -167.1% | -31.6% |
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