+123.6%
HOOD vs PTEN
+66.2%
+57.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.8% | -7.1% | -4.9% |
| 7D | -3.8% | +10.6% | -14.4% | -5.8% |
| 30D | -23.0% | -4.9% | -18.0% | -22.7% |
| 3M | -21.6% | +1.4% | -23.1% | -22.9% |
| 6M | +1.4% | -7.0% | +8.5% | +0.6% |
| YTD | -31.2% | +84.8% | -115.9% | -44.4% |
| 1Y | -35.9% | +95.7% | -131.6% | -49.0% |
| 3Y | +836.9% | +2.0% | +835.0% | +729.1% |
| 5Y | +121.1% | +48.0% | +73.2% | +90.5% |
| All | +123.6% | +66.2% | +57.4% | +94.0% |
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 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