+252.1%
INTC vs PTEN
-15.6%
+267.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.7% |
| 7D | +7.5% | +3.5% | +4.0% | +6.9% |
| 30D | +2.0% | +17.5% | -15.6% | -0.8% |
| 3M | -12.0% | +12.7% | -24.7% | -14.3% |
| 6M | +114.5% | +33.1% | +81.5% | +101.6% |
| YTD | +179.0% | +116.4% | +62.5% | +141.2% |
| 1Y | +318.3% | +141.2% | +177.1% | +254.1% |
| 3Y | +171.2% | -3.8% | +175.0% | +157.1% |
| 5Y | +107.6% | +92.7% | +14.9% | +71.5% |
| All | +252.1% | -15.6% | +267.8% | +168.9% |
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 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