+25.0%
ALAB vs PTEN
+148.3%
-123.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.4% |
| 7D | -6.2% | +3.5% | -9.6% | -6.7% |
| 30D | -8.7% | +17.5% | -26.2% | -11.3% |
| 3M | -20.7% | +12.7% | -33.5% | -22.6% |
| 6M | +133.5% | +33.1% | +100.4% | +111.4% |
| YTD | +75.1% | +116.4% | -41.4% | +35.5% |
| 1Y | +25.0% | +141.2% | -116.1% | -4.5% |
| All | +25.0% | +148.3% | -123.3% | -4.5% |
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