-36.1%
HOOD vs PTEN
+79.8%
-115.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -9.4% | +11.4% | +0.7% |
| 7D | -4.4% | -15.5% | +11.1% | -6.4% |
| 30D | -23.4% | -7.8% | -15.6% | -24.0% |
| 3M | -6.5% | +6.4% | -12.9% | -5.9% |
| 6M | +14.2% | -11.9% | +26.1% | +14.8% |
| YTD | -22.7% | +79.4% | -102.1% | -39.5% |
| 1Y | -36.1% | +84.9% | -121.0% | -50.8% |
| All | -36.1% | +79.8% | -115.9% | -50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling