+1,059.3%
ALK vs PTEN
+1,479.0%
-419.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.6% | +7.7% | +7.2% |
| 7D | +8.9% | -16.4% | +25.3% | +11.2% |
| 30D | +5.9% | -12.8% | +18.8% | +7.2% |
| 3M | -16.5% | +0.7% | -17.2% | -17.6% |
| 6M | +2.1% | -12.2% | +14.3% | +1.6% |
| YTD | -17.1% | +66.1% | -83.2% | -25.6% |
| 1Y | -2.9% | +69.2% | -72.1% | -13.1% |
| 3Y | +24.5% | -8.2% | +32.7% | +18.5% |
| 5Y | -29.1% | +19.2% | -48.3% | -37.2% |
| 10Y | -39.1% | -45.6% | +6.4% | -48.8% |
| All | +1,059.3% | +1,479.0% | -419.7% | +719.2% |
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