+16.4%
AZN vs PTEN
+79.8%
-63.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.4% | +12.2% | +2.0% |
| 7D | +11.5% | -15.5% | +27.0% | +10.1% |
| 30D | +20.8% | -7.8% | +28.5% | +20.3% |
| 3M | +21.5% | +6.4% | +15.1% | +22.3% |
| 6M | +3.0% | -11.9% | +14.9% | +1.6% |
| YTD | +3.9% | +79.4% | -75.5% | +1.6% |
| 1Y | +16.4% | +84.9% | -68.5% | +13.3% |
| All | +16.4% | +79.8% | -63.4% | +13.3% |
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