+57.3%
LLY vs PTEN
+79.8%
-22.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.4% | +10.0% | -0.5% |
| 7D | +10.1% | -15.5% | +25.5% | +8.1% |
| 30D | +24.0% | -7.8% | +31.8% | +23.5% |
| 3M | +27.3% | +6.4% | +20.9% | +29.0% |
| 6M | +47.0% | -11.9% | +58.8% | +44.7% |
| YTD | +32.6% | +79.4% | -46.8% | +43.5% |
| 1Y | +57.3% | +84.9% | -27.6% | +71.2% |
| All | +57.3% | +79.8% | -22.5% | +71.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling