+9.0%
MSFT vs PTEN
+79.8%
-70.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -9.4% | +16.0% | +6.2% |
| 7D | +4.7% | -15.5% | +20.1% | +4.2% |
| 30D | +5.8% | -7.8% | +13.6% | +5.7% |
| 3M | +13.0% | +6.4% | +6.6% | +13.1% |
| 6M | +34.9% | -11.9% | +46.8% | +33.5% |
| YTD | +15.7% | +79.4% | -63.7% | +24.4% |
| 1Y | +9.0% | +84.9% | -76.0% | +16.8% |
| All | +9.0% | +79.8% | -70.9% | +16.8% |
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