-35.9%
HOOD vs PTEN
+90.8%
-126.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.8% | -7.1% | -3.9% |
| 7D | -3.8% | +10.6% | -14.4% | -2.5% |
| 30D | -23.0% | -4.9% | -18.0% | -23.3% |
| 3M | -21.6% | +1.4% | -23.1% | -21.4% |
| 6M | +1.4% | -7.0% | +8.5% | +2.5% |
| YTD | -31.2% | +84.8% | -115.9% | -47.2% |
| 1Y | -35.9% | +95.7% | -131.6% | -53.9% |
| All | -35.9% | +90.8% | -126.7% | -53.9% |
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