+138.3%
GOOGL vs PTEN
+89.3%
+49.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -2.8% | +2.8% | -5.6% | -3.0% |
| 30D | -3.2% | +17.6% | -20.8% | -4.5% |
| 3M | -6.6% | +8.2% | -14.8% | -7.5% |
| 6M | +8.5% | +38.1% | -29.6% | +4.4% |
| YTD | +6.5% | +117.3% | -110.8% | -2.5% |
| 1Y | +39.4% | +146.1% | -106.7% | +25.7% |
| 3Y | +146.2% | -3.0% | +149.2% | +135.6% |
| 5Y | +138.3% | +93.5% | +44.9% | +111.2% |
| All | +138.3% | +89.3% | +49.0% | +111.2% |
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 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