-49.7%
INTU vs PTEN
+135.2%
-184.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.3% | -3.4% |
| 7D | -7.1% | +0.7% | -7.8% | -7.1% |
| 30D | +1.5% | +31.2% | -29.8% | +1.4% |
| 3M | +10.7% | +2.0% | +8.6% | +11.8% |
| 6M | -23.8% | +42.4% | -66.3% | -23.4% |
| YTD | -49.3% | +109.2% | -158.5% | -48.9% |
| 1Y | -49.7% | +122.3% | -172.0% | -49.8% |
| All | -49.7% | +135.2% | -184.9% | -49.8% |
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 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