+4,266.2%
ADSK vs PTEN
+1,965.8%
+2,300.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.5% |
| 7D | -10.9% | +2.8% | -13.7% | -11.3% |
| 30D | -15.9% | +17.6% | -33.5% | -18.4% |
| 3M | -4.4% | +8.2% | -12.5% | -6.7% |
| 6M | -16.6% | +38.1% | -54.7% | -22.6% |
| YTD | -28.5% | +117.3% | -145.8% | -39.0% |
| 1Y | -34.6% | +146.1% | -180.7% | -45.8% |
| 3Y | -3.5% | -3.0% | -0.4% | -9.1% |
| 5Y | -25.6% | +93.5% | -119.1% | -41.6% |
| 10Y | +216.6% | -16.8% | +233.3% | +136.0% |
| All | +4,266.2% | +1,965.8% | +2,300.4% | +1,730.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling