+1.8%
CTSH vs PTEN
+2.7%
-0.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.5% | -0.9% |
| 7D | -2.1% | +10.6% | -12.7% | -3.2% |
| 30D | +1.4% | -4.9% | +6.3% | +1.6% |
| 3M | +7.5% | +1.4% | +6.0% | +6.5% |
| 6M | +39.6% | -7.0% | +46.6% | +39.4% |
| YTD | -22.3% | +84.8% | -107.1% | -31.5% |
| 1Y | -12.0% | +95.7% | -107.6% | -23.2% |
| 3Y | +1.8% | +2.0% | -0.2% | -5.5% |
| All | +1.8% | +2.7% | -0.9% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling