+1,395.6%
BMY vs PTEN
+1,927.4%
-531.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.9% | -5.1% | -3.3% |
| 7D | -3.3% | -1.0% | -2.3% | -3.3% |
| 30D | 0.0% | +29.3% | -29.3% | -2.2% |
| 3M | +17.7% | +7.2% | +10.5% | +16.7% |
| 6M | +9.6% | +43.5% | -33.9% | +5.8% |
| YTD | +24.0% | +113.2% | -89.3% | +15.8% |
| 1Y | +45.1% | +135.1% | -90.0% | +34.1% |
| 3Y | +22.5% | -4.8% | +27.3% | +19.5% |
| 5Y | +22.3% | +94.6% | -72.3% | +9.4% |
| 10Y | +62.0% | -24.2% | +86.2% | +41.7% |
| All | +1,395.6% | +1,927.4% | -531.8% | +928.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling