+143.3%
DELL vs PTEN
+79.8%
+63.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -9.4% | +0.5% | -7.9% |
| 7D | -24.6% | -15.5% | -9.1% | -23.3% |
| 30D | -32.5% | -7.8% | -24.7% | -31.7% |
| 3M | -20.2% | +6.4% | -26.6% | -20.1% |
| 6M | +76.5% | -11.9% | +88.3% | +78.0% |
| YTD | +198.9% | +79.4% | +119.5% | +158.4% |
| 1Y | +143.3% | +84.9% | +58.4% | +108.9% |
| All | +143.3% | +79.8% | +63.5% | +108.9% |
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