-19.0%
DXCM vs PTEN
-1.7%
-17.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.8% | -4.1% |
| 7D | -6.2% | -1.0% | -5.2% | -6.1% |
| 30D | -0.3% | +29.3% | -29.5% | -3.6% |
| 3M | +10.3% | +7.2% | +3.1% | +8.8% |
| 6M | +24.1% | +43.5% | -19.4% | +15.9% |
| YTD | +27.4% | +113.2% | -85.9% | +10.7% |
| 1Y | +8.4% | +135.1% | -126.7% | -8.0% |
| 3Y | -19.0% | -4.8% | -14.2% | -24.3% |
| All | -19.0% | -1.7% | -17.3% | -24.3% |
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