+225.5%
HOOD vs PTEN
+95.5%
+130.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | -9.1% | +2.8% | -11.9% | -9.7% |
| 30D | +20.1% | +17.6% | +2.5% | +15.5% |
| 3M | +31.2% | +8.2% | +23.1% | +27.4% |
| 6M | +44.3% | +38.1% | +6.2% | +29.1% |
| YTD | +0.2% | +117.3% | -117.1% | -21.1% |
| 1Y | -3.5% | +146.1% | -149.6% | -27.0% |
| 3Y | +955.2% | -3.0% | +958.2% | +841.8% |
| 5Y | +175.3% | +93.5% | +81.8% | +150.7% |
| All | +225.5% | +95.5% | +130.0% | +175.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling