-97.1%
ARWR vs PTEN
+2,115.1%
-2,212.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.4% | -1.7% |
| 7D | +2.9% | -1.0% | +3.9% | +3.0% |
| 30D | -2.9% | +29.3% | -32.2% | -6.1% |
| 3M | +15.2% | +7.2% | +8.0% | +13.5% |
| 6M | +42.3% | +43.5% | -1.3% | +34.0% |
| YTD | +28.2% | +113.2% | -85.0% | +14.3% |
| 1Y | +213.2% | +135.1% | +78.2% | +175.4% |
| 3Y | +184.6% | -4.8% | +189.5% | +175.2% |
| 5Y | +29.2% | +94.6% | -65.4% | +10.8% |
| 10Y | +1,012.5% | -24.2% | +1,036.7% | +807.8% |
| All | -97.1% | +2,115.1% | -2,212.2% | -97.5% |
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