+40.1%
GILD vs PTEN
+71.6%
-31.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.6% | +2.6% | -4.3% |
| 7D | +1.2% | -21.6% | +22.8% | -0.1% |
| 30D | +16.2% | -12.8% | +29.0% | +15.5% |
| 3M | +27.9% | +5.1% | +22.8% | +28.0% |
| 6M | +27.1% | -18.5% | +45.5% | +25.8% |
| YTD | +39.0% | +67.6% | -28.6% | +35.3% |
| 1Y | +40.1% | +71.1% | -31.0% | +36.2% |
| All | +40.1% | +71.6% | -31.5% | +36.2% |
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