+565.7%
AMZN vs PTEN
-15.6%
+581.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | -0.7% | +3.5% | -4.1% | -1.0% |
| 30D | -3.9% | +17.5% | -21.5% | -5.6% |
| 3M | +6.3% | +12.7% | -6.4% | +4.6% |
| 6M | +20.8% | +33.1% | -12.3% | +16.2% |
| YTD | +11.2% | +116.4% | -105.2% | +1.4% |
| 1Y | +11.7% | +141.2% | -129.5% | +0.4% |
| 3Y | +79.4% | -3.8% | +83.2% | +72.6% |
| 5Y | +48.0% | +92.7% | -44.7% | +31.8% |
| All | +565.7% | -15.6% | +581.3% | +500.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling