-2.8%
BSX vs PTEN
+87.9%
-90.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -10.1% | +3.5% | -13.5% | -10.3% |
| 30D | -16.4% | +17.5% | -33.9% | -17.5% |
| 3M | -8.9% | +12.7% | -21.6% | -10.0% |
| 6M | -38.3% | +33.1% | -71.4% | -40.0% |
| YTD | -54.9% | +116.4% | -171.4% | -58.0% |
| 1Y | -58.8% | +141.2% | -200.0% | -62.2% |
| 3Y | -21.2% | -3.8% | -17.4% | -23.4% |
| All | -2.8% | +87.9% | -90.7% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling