-55.4%
BSX vs PTEN
+135.2%
-190.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.8% |
| 7D | +2.0% | +0.7% | +1.3% | +2.1% |
| 30D | +0.1% | +31.2% | -31.1% | 0.0% |
| 3M | -2.1% | +2.0% | -4.2% | -2.3% |
| 6M | -33.8% | +42.4% | -76.2% | -32.5% |
| YTD | -49.9% | +109.2% | -159.1% | -48.2% |
| 1Y | -55.4% | +122.3% | -177.8% | -54.5% |
| All | -55.4% | +135.2% | -190.7% | -54.5% |
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 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