-13.3%
IBM vs PTEN
+79.8%
-93.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.4% | +11.1% | +1.6% |
| 7D | +0.4% | -15.5% | +15.9% | +0.3% |
| 30D | +14.8% | -7.8% | +22.6% | +14.8% |
| 3M | +8.9% | +6.4% | +2.5% | +9.6% |
| 6M | +12.4% | -11.9% | +24.3% | +14.4% |
| YTD | -12.4% | +79.4% | -91.8% | -18.5% |
| 1Y | -13.3% | +84.9% | -98.2% | -19.9% |
| All | -13.3% | +79.8% | -93.1% | -19.9% |
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