+14.4%
BABA vs PTEN
-15.3%
+29.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -2.9% | +2.8% | -5.7% | -3.2% |
| 30D | -15.1% | +17.6% | -32.7% | -16.7% |
| 3M | -5.0% | +8.2% | -13.2% | -6.3% |
| 6M | -19.9% | +38.1% | -58.0% | -23.8% |
| YTD | -25.3% | +117.3% | -142.5% | -32.7% |
| 1Y | -23.9% | +146.1% | -170.0% | -32.7% |
| 3Y | +28.1% | -3.0% | +31.1% | +23.0% |
| 5Y | -31.4% | +93.5% | -124.8% | -40.6% |
| All | +14.4% | -15.3% | +29.7% | -1.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling