+780.7%
GOOG vs PTEN
-15.6%
+796.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | 0.0% | +3.5% | -3.4% | -0.3% |
| 30D | -2.0% | +17.5% | -19.5% | -3.7% |
| 3M | -5.9% | +12.7% | -18.6% | -7.4% |
| 6M | +8.9% | +33.1% | -24.2% | +4.5% |
| YTD | +7.1% | +116.4% | -109.3% | -2.9% |
| 1Y | +39.7% | +141.2% | -101.5% | +24.7% |
| 3Y | +145.8% | -3.8% | +149.6% | +136.7% |
| 5Y | +138.6% | +92.7% | +45.9% | +104.6% |
| All | +780.7% | -15.6% | +796.3% | +611.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling