+12,216.8%
INTU vs PTEN
+1,656.8%
+10,560.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.1% |
| 7D | +0.1% | +10.6% | -10.5% | -1.3% |
| 30D | +10.1% | -4.9% | +15.0% | +10.3% |
| 3M | -4.2% | +1.4% | -5.6% | -5.1% |
| 6M | -7.2% | -7.0% | -0.2% | -7.6% |
| YTD | -47.7% | +84.8% | -132.5% | -52.9% |
| 1Y | -46.7% | +95.7% | -142.4% | -52.4% |
| 3Y | -34.1% | +2.0% | -36.0% | -37.6% |
| 5Y | -43.3% | +48.0% | -91.2% | -51.1% |
| 10Y | +232.6% | -38.3% | +270.9% | +173.8% |
| All | +12,216.8% | +1,656.8% | +10,560.0% | +5,868.3% |
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