+149.6%
GOOGL vs PTEN
-3.7%
+153.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.8% |
| 7D | 0.0% | +3.5% | -3.5% | -0.3% |
| 30D | -1.4% | +17.5% | -18.9% | -2.7% |
| 3M | -5.3% | +12.7% | -18.1% | -6.4% |
| 6M | +9.8% | +33.1% | -23.3% | +5.8% |
| YTD | +8.4% | +116.4% | -108.1% | -2.3% |
| 1Y | +41.2% | +141.2% | -100.0% | +24.8% |
| 3Y | +149.6% | -3.8% | +153.4% | +129.0% |
| All | +149.6% | -3.7% | +153.3% | +129.0% |
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