+215.4%
ADSK vs PTEN
-15.6%
+231.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -2.5% | +3.5% | -6.0% | -3.0% |
| 30D | -14.9% | +17.5% | -32.4% | -16.8% |
| 3M | +3.3% | +12.7% | -9.4% | +0.9% |
| 6M | -15.7% | +33.1% | -48.7% | -20.0% |
| YTD | -28.2% | +116.4% | -144.7% | -36.7% |
| 1Y | -34.5% | +141.2% | -175.7% | -43.5% |
| 3Y | -2.9% | -3.8% | +0.9% | -7.2% |
| 5Y | -25.3% | +92.7% | -118.0% | -38.1% |
| All | +215.4% | -15.6% | +231.0% | +135.7% |
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 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