+4.9%
MSFT vs PTEN
+90.8%
-85.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | +0.3% |
| 7D | -1.3% | +10.6% | -11.9% | -0.8% |
| 30D | -1.8% | -4.9% | +3.1% | -1.8% |
| 3M | +5.6% | +1.4% | +4.2% | +5.8% |
| 6M | +29.8% | -7.0% | +36.8% | +28.8% |
| YTD | +9.0% | +84.8% | -75.8% | +19.6% |
| 1Y | +4.9% | +95.7% | -90.7% | +15.5% |
| All | +4.9% | +90.8% | -85.8% | +15.5% |
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 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