+102.3%
INTC vs PTEN
+89.3%
+13.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.3% | -5.5% |
| 7D | +9.4% | +2.8% | +6.6% | +8.8% |
| 30D | +2.7% | +17.6% | -14.9% | -0.8% |
| 3M | -6.3% | +8.2% | -14.5% | -8.6% |
| 6M | +114.5% | +38.1% | +76.3% | +96.2% |
| YTD | +171.9% | +117.3% | +54.6% | +124.2% |
| 1Y | +305.0% | +146.1% | +158.9% | +223.3% |
| 3Y | +168.3% | -3.0% | +171.4% | +142.7% |
| 5Y | +102.3% | +93.5% | +8.8% | +58.8% |
| All | +102.3% | +89.3% | +13.0% | +58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling