+352.1%
IDXX vs PTEN
-15.6%
+367.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -5.7% | +3.5% | -9.2% | -5.9% |
| 30D | -11.5% | +17.5% | -29.1% | -12.5% |
| 3M | -9.5% | +12.7% | -22.3% | -10.5% |
| 6M | -16.0% | +33.1% | -49.0% | -18.3% |
| YTD | -25.4% | +116.4% | -141.8% | -30.2% |
| 1Y | -21.8% | +141.2% | -162.9% | -27.6% |
| 3Y | +7.0% | -3.8% | +10.8% | +4.0% |
| 5Y | -26.0% | +92.7% | -118.7% | -31.5% |
| All | +352.1% | -15.6% | +367.7% | +300.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling