+992.6%
HOOD vs PTEN
-1.7%
+994.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.9% | -5.8% | -4.4% |
| 7D | +13.4% | -1.0% | +14.4% | +13.4% |
| 30D | +25.8% | +29.3% | -3.5% | +17.0% |
| 3M | +38.0% | +7.2% | +30.7% | +34.1% |
| 6M | +52.2% | +43.5% | +8.7% | +29.3% |
| YTD | +3.7% | +113.2% | -109.5% | -25.2% |
| 1Y | +0.1% | +135.1% | -135.0% | -31.5% |
| 3Y | +992.6% | -4.8% | +997.4% | +749.8% |
| All | +992.6% | -1.7% | +994.2% | +749.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling