+384.5%
ALAB vs PTEN
+22.0%
+362.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.1% | +1.9% | +3.3% |
| 7D | +9.6% | -1.7% | +11.3% | +10.1% |
| 30D | -5.3% | +18.6% | -23.9% | -11.0% |
| 3M | -12.0% | +12.5% | -24.5% | -16.8% |
| 6M | +145.7% | +41.9% | +103.9% | +106.9% |
| YTD | +80.7% | +117.8% | -37.1% | +25.9% |
| 1Y | +40.1% | +145.3% | -105.2% | -8.4% |
| All | +384.5% | +22.0% | +362.5% | +305.5% |
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 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