-40.4%
BABA vs PTEN
+90.8%
-131.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | +0.2% |
| 7D | -13.8% | +10.6% | -24.4% | -13.3% |
| 30D | -15.1% | -4.9% | -10.2% | -15.4% |
| 3M | -22.7% | +1.4% | -24.2% | -23.1% |
| 6M | -34.7% | -7.0% | -27.7% | -35.6% |
| YTD | -35.0% | +84.8% | -119.8% | -43.4% |
| 1Y | -40.4% | +95.7% | -136.1% | -48.1% |
| All | -40.4% | +90.8% | -131.2% | -48.1% |
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