+20.7%
BMY vs PTEN
-3.4%
+24.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -6.4% | +2.8% | -9.2% | -6.5% |
| 30D | +0.2% | +17.6% | -17.3% | -0.9% |
| 3M | +16.0% | +8.2% | +7.8% | +14.9% |
| 6M | +8.3% | +38.1% | -29.8% | +4.8% |
| YTD | +22.2% | +117.3% | -95.1% | +13.3% |
| 1Y | +41.7% | +146.1% | -104.4% | +29.3% |
| All | +20.7% | -3.4% | +24.1% | +15.6% |
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