+12,250.7%
INTU vs PTEN
+1,568.7%
+10,682.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.0% | +0.2% |
| 7D | -3.9% | -2.2% | -1.8% | -3.7% |
| 30D | +12.0% | -8.0% | +20.0% | +12.7% |
| 3M | +2.3% | -5.0% | +7.4% | +2.3% |
| 6M | -12.1% | -10.6% | -1.4% | -12.0% |
| YTD | -47.5% | +75.5% | -123.1% | -52.4% |
| 1Y | -46.9% | +70.2% | -117.1% | -51.7% |
| 3Y | -33.5% | -3.7% | -29.8% | -36.6% |
| 5Y | -41.2% | +34.9% | -76.2% | -48.7% |
| 10Y | +233.5% | -41.4% | +274.9% | +176.4% |
| All | +12,250.7% | +1,568.7% | +10,682.0% | +5,925.7% |
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 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