-41.5%
INTU vs PTEN
-3.1%
-38.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -1.7% |
| 7D | -8.5% | -1.7% | -6.8% | -8.3% |
| 30D | -6.1% | +18.6% | -24.7% | -7.6% |
| 3M | +7.3% | +12.5% | -5.1% | +5.9% |
| 6M | -33.2% | +41.9% | -75.1% | -36.0% |
| YTD | -52.2% | +117.8% | -169.9% | -56.5% |
| 1Y | -52.7% | +145.3% | -198.0% | -57.9% |
| All | -41.5% | -3.1% | -38.3% | -44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling