+11,836.7%
INTU vs PTEN
+1,889.0%
+9,947.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.3% | -3.2% |
| 7D | -7.1% | +0.7% | -7.8% | -7.2% |
| 30D | +1.5% | +31.2% | -29.8% | -2.4% |
| 3M | +10.7% | +2.0% | +8.6% | +9.5% |
| 6M | -23.8% | +42.4% | -66.3% | -28.3% |
| YTD | -49.3% | +109.2% | -158.5% | -54.8% |
| 1Y | -49.7% | +122.3% | -172.0% | -55.7% |
| 3Y | -38.0% | -5.6% | -32.4% | -40.5% |
| 5Y | -38.7% | +86.5% | -125.2% | -48.7% |
| 10Y | +221.3% | -22.1% | +243.5% | +156.7% |
| All | +11,836.7% | +1,889.0% | +9,947.7% | +5,621.3% |
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