-19.5%
BABA vs PTEN
+131.4%
-150.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.6% |
| 7D | -0.2% | -1.0% | +0.8% | -0.1% |
| 30D | -12.3% | +29.3% | -41.6% | -13.5% |
| 3M | -5.3% | +7.2% | -12.5% | -6.3% |
| 6M | -13.1% | +43.5% | -56.6% | -18.3% |
| YTD | -22.4% | +113.2% | -135.7% | -33.6% |
| 1Y | -19.5% | +135.1% | -154.5% | -32.5% |
| All | -19.5% | +131.4% | -150.8% | -32.5% |
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