+187.7%
EXEL vs PTEN
+89.3%
+98.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -2.9% | +2.8% | -5.7% | -3.0% |
| 30D | +11.9% | +17.6% | -5.7% | +11.0% |
| 3M | +9.2% | +8.2% | +1.0% | +8.7% |
| 6M | +39.1% | +38.1% | +1.0% | +35.7% |
| YTD | +31.0% | +117.3% | -86.3% | +23.5% |
| 1Y | +52.3% | +146.1% | -93.8% | +41.9% |
| 3Y | +159.7% | -3.0% | +162.8% | +155.8% |
| 5Y | +187.7% | +93.5% | +94.3% | +152.7% |
| All | +187.7% | +89.3% | +98.4% | +152.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling