+2,383.0%
INFY vs PTEN
+767.2%
+1,615.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | -5.4% | +3.5% | -8.8% | -5.9% |
| 30D | -9.9% | +17.5% | -27.4% | -12.3% |
| 3M | -4.6% | +12.7% | -17.3% | -7.2% |
| 6M | -18.5% | +33.1% | -51.5% | -23.3% |
| YTD | -36.5% | +116.4% | -153.0% | -45.0% |
| 1Y | -32.8% | +141.2% | -173.9% | -43.0% |
| 3Y | -32.2% | -3.8% | -28.4% | -35.7% |
| 5Y | -44.7% | +92.7% | -137.4% | -56.1% |
| 10Y | +82.3% | -17.1% | +99.4% | +36.0% |
| All | +2,383.0% | +767.2% | +1,615.7% | +1,030.3% |
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 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