+32,726.3%
MSFT vs PTEN
+1,889.0%
+30,837.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.9% |
| 7D | -2.7% | +0.7% | -3.4% | -2.8% |
| 30D | +2.7% | +31.2% | -28.5% | -0.6% |
| 3M | +17.0% | +2.0% | +14.9% | +16.0% |
| 6M | +23.8% | +42.4% | -18.6% | +17.7% |
| YTD | +4.0% | +109.2% | -105.2% | -5.8% |
| 1Y | -0.8% | +122.3% | -123.1% | -11.2% |
| 3Y | +55.6% | -5.6% | +61.2% | +49.9% |
| 5Y | +72.9% | +86.5% | -13.6% | +47.4% |
| 10Y | +875.8% | -22.1% | +897.9% | +701.9% |
| All | +32,726.3% | +1,889.0% | +30,837.3% | +20,347.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling