+46.2%
MSFT vs PTEN
+2.7%
+43.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | 0.0% |
| 7D | -1.3% | +10.6% | -11.9% | -1.8% |
| 30D | -1.8% | -4.9% | +3.1% | -1.7% |
| 3M | +5.6% | +1.4% | +4.2% | +5.2% |
| 6M | +29.8% | -7.0% | +36.8% | +29.6% |
| YTD | +9.0% | +84.8% | -75.8% | +2.3% |
| 1Y | +4.9% | +95.7% | -90.7% | -2.3% |
| 3Y | +46.2% | +2.0% | +44.2% | +33.7% |
| All | +46.2% | +2.7% | +43.5% | +33.7% |
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