+113.8%
MSTR vs PTEN
+88.2%
+25.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.9% | -6.3% | -5.0% |
| 7D | +9.3% | -1.0% | +10.3% | +9.3% |
| 30D | +36.5% | +29.3% | +7.2% | +24.7% |
| 3M | +7.3% | +7.2% | +0.1% | +3.0% |
| 6M | +2.2% | +43.5% | -41.3% | -14.0% |
| YTD | -10.2% | +113.2% | -123.4% | -34.9% |
| 1Y | -58.6% | +135.1% | -193.7% | -71.3% |
| 3Y | +283.2% | -4.8% | +288.0% | +242.6% |
| 5Y | +113.8% | +94.6% | +19.2% | +45.5% |
| All | +113.8% | +88.2% | +25.6% | +45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling