+13,503.3%
GOOGL vs PTEN
+15.8%
+13,487.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -2.0% | -0.3% |
| 7D | +1.1% | -1.0% | +2.1% | +1.2% |
| 30D | -4.4% | +29.3% | -33.7% | -8.4% |
| 3M | -6.8% | +7.2% | -14.0% | -8.5% |
| 6M | +13.6% | +43.5% | -30.0% | +5.5% |
| YTD | +8.3% | +113.2% | -104.9% | -5.9% |
| 1Y | +44.9% | +135.1% | -90.1% | +23.3% |
| 3Y | +150.5% | -4.8% | +155.3% | +137.8% |
| 5Y | +137.7% | +94.6% | +43.1% | +87.8% |
| 10Y | +750.9% | -24.2% | +775.1% | +551.0% |
| All | +13,503.3% | +15.8% | +13,487.5% | +7,445.5% |
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