+1,058.5%
DIS vs PTEN
+1,509.4%
-450.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.9% | -0.2% |
| 7D | +4.4% | -14.5% | +18.9% | +6.4% |
| 30D | +10.3% | -11.1% | +21.5% | +11.6% |
| 3M | +15.5% | -7.8% | +23.4% | +15.9% |
| 6M | +11.2% | -10.5% | +21.7% | +11.1% |
| YTD | +5.6% | +69.3% | -63.7% | -4.2% |
| 1Y | +7.7% | +70.5% | -62.8% | -2.5% |
| 3Y | +39.3% | -7.1% | +46.4% | +33.4% |
| 5Y | -29.5% | +29.1% | -58.7% | -37.9% |
| 10Y | +36.3% | -44.5% | +80.8% | +15.2% |
| All | +1,058.5% | +1,509.4% | -450.9% | +684.0% |
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