+262,336.6%
AMZN vs PTEN
+343.0%
+261,993.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -0.9% |
| 7D | +0.8% | -1.0% | +1.8% | +0.9% |
| 30D | -6.4% | +29.3% | -35.7% | -10.5% |
| 3M | +4.8% | +7.2% | -2.4% | +2.8% |
| 6M | +20.5% | +43.5% | -23.0% | +11.6% |
| YTD | +11.3% | +113.2% | -101.9% | -3.9% |
| 1Y | +9.0% | +135.1% | -126.1% | -7.9% |
| 3Y | +85.9% | -4.8% | +90.7% | +76.8% |
| 5Y | +45.8% | +94.6% | -48.8% | +16.4% |
| 10Y | +555.5% | -24.2% | +579.7% | +405.2% |
| All | +262,336.6% | +343.0% | +261,993.5% | +173,376.2% |
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