+4,733.2%
INTC vs PTEN
+1,970.6%
+2,762.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +1.4% |
| 7D | +18.0% | -1.7% | +19.7% | +18.3% |
| 30D | +8.9% | +18.6% | -9.6% | +6.1% |
| 3M | -1.6% | +12.5% | -14.0% | -4.0% |
| 6M | +133.1% | +41.9% | +91.2% | +117.9% |
| YTD | +187.9% | +117.8% | +70.1% | +151.7% |
| 1Y | +334.7% | +145.3% | +189.4% | +272.2% |
| 3Y | +184.2% | -2.8% | +187.0% | +173.4% |
| 5Y | +116.0% | +93.4% | +22.6% | +79.9% |
| 10Y | +270.0% | -16.6% | +286.5% | +196.3% |
| All | +4,733.2% | +1,970.6% | +2,762.6% | +2,612.9% |
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 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