-27.7%
BMRN vs PTEN
-3.7%
-24.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | -1.3% | +3.5% | -4.7% | -1.5% |
| 30D | -6.5% | +17.5% | -24.0% | -7.5% |
| 3M | +18.3% | +12.7% | +5.5% | +17.0% |
| 6M | +8.9% | +33.1% | -24.2% | +5.7% |
| YTD | +10.5% | +116.4% | -105.9% | +1.9% |
| 1Y | +17.5% | +141.2% | -123.7% | +6.7% |
| 3Y | -27.7% | -3.8% | -23.9% | -32.6% |
| All | -27.7% | -3.7% | -24.0% | -32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling