+250.7%
HOOD vs PTEN
+88.2%
+162.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.9% |
| 7D | +17.1% | +0.7% | +16.4% | +16.7% |
| 30D | +31.6% | +31.2% | +0.4% | +23.3% |
| 3M | +38.2% | +2.0% | +36.2% | +36.1% |
| 6M | +48.5% | +42.4% | +6.1% | +31.4% |
| YTD | +8.0% | +109.2% | -101.2% | -14.2% |
| 1Y | +18.7% | +122.3% | -103.6% | -7.9% |
| 3Y | +999.1% | -5.6% | +1,004.7% | +886.9% |
| 5Y | +181.7% | +86.5% | +95.2% | +158.5% |
| All | +250.7% | +88.2% | +162.5% | +199.2% |
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