-58.8%
BSX vs PTEN
+148.3%
-207.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -10.1% | +3.5% | -13.5% | -10.1% |
| 30D | -16.4% | +17.5% | -33.9% | -16.5% |
| 3M | -8.9% | +12.7% | -21.6% | -9.1% |
| 6M | -38.3% | +33.1% | -71.4% | -37.5% |
| YTD | -54.9% | +116.4% | -171.4% | -53.5% |
| 1Y | -58.8% | +141.2% | -200.0% | -57.8% |
| All | -58.8% | +148.3% | -207.1% | -57.8% |
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