-59.6%
MSTR vs PTEN
+135.1%
-194.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.1% | -4.9% | -2.9% |
| 7D | +7.7% | -1.7% | +9.4% | +7.8% |
| 30D | +36.3% | +18.6% | +17.7% | +34.0% |
| 3M | +13.4% | +12.5% | +0.9% | +12.9% |
| 6M | -4.5% | +41.9% | -46.4% | -14.6% |
| YTD | -12.7% | +117.8% | -130.5% | -35.0% |
| 1Y | -59.6% | +145.3% | -204.9% | -71.1% |
| All | -59.6% | +135.1% | -194.7% | -71.1% |
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