-45.2%
INTU vs PTEN
+79.8%
-125.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -9.4% | +12.8% | +2.9% |
| 7D | +8.7% | -15.5% | +24.1% | +7.8% |
| 30D | +25.9% | -7.8% | +33.7% | +25.2% |
| 3M | +10.7% | +6.4% | +4.3% | +10.1% |
| 6M | -11.6% | -11.9% | +0.3% | -10.9% |
| YTD | -45.4% | +79.4% | -124.8% | -43.2% |
| 1Y | -45.2% | +84.9% | -130.2% | -43.7% |
| All | -45.2% | +79.8% | -125.1% | -43.7% |
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