-42.8%
INTU vs PTEN
+89.3%
-132.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | -0.3% |
| 7D | -9.2% | +2.8% | -11.9% | -9.4% |
| 30D | -7.0% | +17.6% | -24.6% | -8.7% |
| 3M | +10.5% | +8.2% | +2.4% | +9.2% |
| 6M | -30.6% | +38.1% | -68.7% | -33.5% |
| YTD | -52.3% | +117.3% | -169.6% | -56.9% |
| 1Y | -51.8% | +146.1% | -197.9% | -57.2% |
| 3Y | -41.8% | -3.0% | -38.8% | -44.0% |
| 5Y | -42.8% | +93.5% | -136.3% | -45.7% |
| All | -42.8% | +89.3% | -132.1% | -45.7% |
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 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