+3,435.9%
ALNY vs PTEN
+22.2%
+3,413.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.8% | -4.0% |
| 7D | -6.4% | +2.8% | -9.2% | -6.9% |
| 30D | +11.9% | +17.6% | -5.7% | +8.9% |
| 3M | -15.0% | +8.2% | -23.2% | -17.1% |
| 6M | -23.2% | +38.1% | -61.3% | -28.8% |
| YTD | -37.8% | +117.3% | -155.0% | -46.8% |
| 1Y | -47.3% | +146.1% | -193.4% | -56.2% |
| 3Y | +22.9% | -3.0% | +25.9% | +15.0% |
| 5Y | +30.6% | +93.5% | -62.9% | -0.7% |
| 10Y | +254.6% | -16.8% | +271.4% | +157.6% |
| All | +3,435.9% | +22.2% | +3,413.7% | +2,008.1% |
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