-50.7%
COIN vs PTEN
+79.8%
-130.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -9.4% | +13.5% | +3.2% |
| 7D | -6.7% | -15.5% | +8.8% | -7.9% |
| 30D | -19.5% | -7.8% | -11.7% | -19.8% |
| 3M | +0.5% | +6.4% | -5.9% | +0.4% |
| 6M | -25.4% | -11.9% | -13.5% | -23.7% |
| YTD | -33.0% | +79.4% | -112.4% | -49.5% |
| 1Y | -50.7% | +84.9% | -135.6% | -63.9% |
| All | -50.7% | +79.8% | -130.5% | -63.9% |
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