+1,310.5%
BSX vs PTEN
+1,970.6%
-660.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.2% | -0.3% |
| 7D | -7.0% | -1.7% | -5.4% | -6.9% |
| 30D | -10.9% | +18.6% | -29.5% | -12.9% |
| 3M | -8.2% | +12.5% | -20.6% | -10.1% |
| 6M | -37.5% | +41.9% | -79.3% | -40.8% |
| YTD | -52.8% | +117.8% | -170.6% | -57.9% |
| 1Y | -58.4% | +145.3% | -203.7% | -63.6% |
| 3Y | -16.5% | -2.8% | -13.7% | -20.1% |
| 5Y | -1.0% | +93.4% | -94.4% | -17.5% |
| 10Y | +91.2% | -16.6% | +107.8% | +52.4% |
| All | +1,310.5% | +1,970.6% | -660.1% | +665.7% |
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