+13,164.2%
GOOG vs PTEN
+18.3%
+13,145.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.1% | -4.2% | -2.4% |
| 7D | -1.6% | -1.7% | +0.1% | -1.3% |
| 30D | -7.7% | +18.6% | -26.2% | -10.2% |
| 3M | -9.3% | +12.5% | -21.8% | -11.6% |
| 6M | +7.4% | +41.9% | -34.4% | -0.1% |
| YTD | +4.9% | +117.8% | -112.9% | -9.3% |
| 1Y | +37.2% | +145.3% | -108.1% | +15.9% |
| 3Y | +141.6% | -2.8% | +144.4% | +128.6% |
| 5Y | +128.8% | +93.4% | +35.3% | +80.7% |
| 10Y | +772.7% | -16.6% | +789.3% | +554.4% |
| All | +13,164.2% | +18.3% | +13,145.9% | +7,230.5% |
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