+400.4%
ALAB vs PTEN
+17.2%
+383.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.0% | +10.8% | +10.1% |
| 7D | +7.2% | +0.7% | +6.5% | +6.7% |
| 30D | -2.5% | +31.2% | -33.7% | -12.1% |
| 3M | -13.3% | +2.0% | -15.3% | -14.9% |
| 6M | +172.8% | +42.4% | +130.4% | +128.5% |
| YTD | +86.6% | +109.2% | -22.6% | +31.9% |
| 1Y | +65.2% | +122.3% | -57.2% | +12.4% |
| All | +400.4% | +17.2% | +383.2% | +324.6% |
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