-14.7%
JBLU vs PTEN
-3.7%
-11.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -5.0% | +3.5% | -8.4% | -5.4% |
| 30D | -23.9% | +17.5% | -41.4% | -25.7% |
| 3M | -11.6% | +12.7% | -24.4% | -13.4% |
| 6M | -0.2% | +33.1% | -33.3% | -9.7% |
| YTD | -3.3% | +116.4% | -119.7% | -26.8% |
| 1Y | -15.4% | +141.2% | -156.6% | -39.2% |
| 3Y | -14.7% | -3.8% | -10.9% | -34.5% |
| All | -14.7% | -3.7% | -11.0% | -34.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling