+917.8%
HOOD vs PTEN
-2.4%
+920.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.7% | +0.3% | +3.1% |
| 7D | -3.2% | -2.2% | -1.1% | -2.6% |
| 30D | -22.6% | -8.0% | -14.5% | -21.6% |
| 3M | -10.4% | -5.0% | -5.3% | -10.9% |
| 6M | +4.7% | -10.6% | +15.3% | +4.6% |
| YTD | -25.2% | +75.5% | -100.7% | -45.5% |
| 1Y | -35.9% | +70.2% | -106.1% | -52.7% |
| All | +917.8% | -2.4% | +920.2% | +729.0% |
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 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