+413.7%
JBL vs PTEN
+87.9%
+325.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.1% |
| 7D | +2.4% | +3.5% | -1.0% | +1.7% |
| 30D | -13.1% | +17.5% | -30.6% | -15.9% |
| 3M | -15.6% | +12.7% | -28.3% | -18.1% |
| 6M | +24.6% | +33.1% | -8.5% | +15.0% |
| YTD | +39.6% | +116.4% | -76.8% | +15.4% |
| 1Y | +48.6% | +141.2% | -92.6% | +19.2% |
| 3Y | +197.3% | -3.8% | +201.1% | +174.6% |
| All | +413.7% | +87.9% | +325.8% | +290.6% |
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