-49.3%
MSTR vs PTEN
+69.7%
-119.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.9% | -5.5% | -3.5% |
| 7D | -10.7% | -14.5% | +3.7% | -11.6% |
| 30D | -21.6% | -11.1% | -10.4% | -22.2% |
| 3M | +24.4% | -7.8% | +32.2% | +22.2% |
| 6M | -35.5% | -10.5% | -25.0% | -35.9% |
| YTD | -20.3% | +69.3% | -89.6% | -43.3% |
| 1Y | -49.3% | +70.5% | -119.8% | -64.4% |
| All | -49.3% | +69.7% | -119.0% | -64.4% |
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