-35.3%
BABA vs PTEN
+79.8%
-115.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -9.4% | +14.3% | +4.5% |
| 7D | +4.3% | -15.5% | +19.8% | +3.7% |
| 30D | -5.0% | -7.8% | +2.8% | -5.5% |
| 3M | -18.4% | +6.4% | -24.8% | -19.0% |
| 6M | -20.3% | -11.9% | -8.4% | -21.6% |
| YTD | -27.5% | +79.4% | -106.9% | -35.6% |
| 1Y | -35.3% | +84.9% | -120.2% | -42.3% |
| All | -35.3% | +79.8% | -115.2% | -42.3% |
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