-26.9%
INFY vs PTEN
+135.2%
-162.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.3% |
| 7D | -2.9% | +0.7% | -3.6% | -2.9% |
| 30D | -6.2% | +31.2% | -37.5% | -5.7% |
| 3M | -4.9% | +2.0% | -6.9% | -3.9% |
| 6M | -16.6% | +42.4% | -59.0% | -17.4% |
| YTD | -32.9% | +109.2% | -142.1% | -35.9% |
| 1Y | -26.9% | +122.3% | -149.2% | -31.9% |
| All | -26.9% | +135.2% | -162.1% | -31.9% |
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