-24.5%
ADSK vs PTEN
+87.9%
-112.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -2.5% | +3.5% | -6.0% | -2.9% |
| 30D | -14.9% | +17.5% | -32.4% | -16.6% |
| 3M | +3.3% | +12.7% | -9.4% | +1.3% |
| 6M | -15.7% | +33.1% | -48.7% | -19.6% |
| YTD | -28.2% | +116.4% | -144.7% | -36.5% |
| 1Y | -34.5% | +141.2% | -175.7% | -43.3% |
| 3Y | -2.9% | -3.8% | +0.9% | -6.9% |
| All | -24.5% | +87.9% | -112.4% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling