+38.3%
BAX vs PTEN
+90.8%
-52.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | +0.6% |
| 7D | +0.1% | +10.6% | -10.5% | +1.1% |
| 30D | +4.1% | -4.9% | +9.0% | +3.5% |
| 3M | -4.5% | +1.4% | -6.0% | -4.6% |
| 6M | +49.2% | -7.0% | +56.3% | +49.7% |
| YTD | +35.2% | +84.8% | -49.5% | +17.6% |
| 1Y | +38.3% | +95.7% | -57.4% | +18.8% |
| All | +38.3% | +90.8% | -52.5% | +18.8% |
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