-41.3%
ALNY vs PTEN
+135.2%
-176.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.5% |
| 7D | +12.2% | +0.7% | +11.5% | +12.4% |
| 30D | +16.3% | +31.2% | -14.9% | +21.5% |
| 3M | -12.4% | +2.0% | -14.4% | -9.2% |
| 6M | -18.7% | +42.4% | -61.1% | -15.5% |
| YTD | -33.1% | +109.2% | -142.3% | -30.5% |
| 1Y | -41.3% | +122.3% | -163.6% | -38.6% |
| All | -41.3% | +135.2% | -176.5% | -38.6% |
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 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