+60.7%
BMY vs PTEN
-15.6%
+76.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -4.8% | +3.5% | -8.2% | -4.9% |
| 30D | -0.1% | +17.5% | -17.6% | -1.1% |
| 3M | +13.1% | +12.7% | +0.4% | +12.1% |
| 6M | +8.4% | +33.1% | -24.7% | +6.0% |
| YTD | +22.0% | +116.4% | -94.5% | +15.7% |
| 1Y | +40.3% | +141.2% | -100.9% | +32.0% |
| 3Y | +20.5% | -3.8% | +24.3% | +18.0% |
| 5Y | +23.7% | +92.7% | -69.0% | +14.2% |
| All | +60.7% | -15.6% | +76.3% | +45.5% |
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 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