+59.0%
ILMN vs PTEN
-41.7%
+100.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -1.3% |
| 7D | -6.0% | -2.2% | -3.8% | -5.8% |
| 30D | -23.0% | -8.0% | -15.0% | -22.5% |
| 3M | +10.4% | -5.0% | +15.5% | +10.6% |
| 6M | +49.4% | -10.6% | +60.1% | +49.8% |
| YTD | +62.3% | +75.5% | -13.2% | +49.1% |
| 1Y | +73.7% | +70.2% | +3.5% | +60.0% |
| 3Y | +122.5% | -3.7% | +126.2% | +113.6% |
| 5Y | -43.2% | +34.9% | -78.1% | -48.7% |
| 10Y | +59.0% | -41.4% | +100.4% | +41.3% |
| All | +59.0% | -41.7% | +100.6% | +41.3% |
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