+26.8%
AZN vs PTEN
-3.7%
+30.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -1.6% | +3.5% | -5.0% | -1.6% |
| 30D | +1.1% | +17.5% | -16.5% | +0.7% |
| 3M | -12.1% | +12.7% | -24.9% | -12.5% |
| 6M | -17.1% | +33.1% | -50.2% | -18.2% |
| YTD | -12.0% | +116.4% | -128.4% | -15.5% |
| 1Y | -0.2% | +141.2% | -141.4% | -5.1% |
| 3Y | +26.8% | -3.8% | +30.6% | +24.7% |
| All | +26.8% | -3.7% | +30.5% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling