-37.6%
MSTR vs PTEN
-9.3%
-28.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +1.7% |
| 7D | -14.2% | -2.2% | -12.0% | -14.6% |
| 30D | -19.9% | -8.0% | -11.8% | -21.0% |
| 3M | +27.3% | -5.0% | +32.4% | +24.4% |
| 6M | -37.6% | -10.6% | -26.9% | -40.0% |
| All | -37.6% | -9.3% | -28.3% | -40.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling