+142.9%
HOOD vs PTEN
+57.9%
+85.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.7% | +0.3% | +3.3% |
| 7D | -3.2% | -2.2% | -1.1% | -2.7% |
| 30D | -22.6% | -8.0% | -14.5% | -21.7% |
| 3M | -10.4% | -5.0% | -5.3% | -10.6% |
| 6M | +4.7% | -10.6% | +15.3% | +4.6% |
| YTD | -25.2% | +75.5% | -100.7% | -38.9% |
| 1Y | -35.9% | +70.2% | -106.1% | -47.2% |
| 3Y | +927.7% | -3.7% | +931.4% | +820.3% |
| 5Y | +147.5% | +34.9% | +112.6% | +114.1% |
| All | +142.9% | +57.9% | +85.0% | +113.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling