+1,058.3%
MSTR vs PTEN
+191.3%
+867.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +0.4% |
| 7D | -14.2% | -2.2% | -12.0% | -13.8% |
| 30D | -19.9% | -8.0% | -11.8% | -19.1% |
| 3M | +27.3% | -5.0% | +32.4% | +27.1% |
| 6M | -37.6% | -10.6% | -26.9% | -37.6% |
| YTD | -19.5% | +75.5% | -95.0% | -30.3% |
| 1Y | -47.1% | +70.2% | -117.3% | -54.0% |
| 3Y | +140.3% | -3.7% | +144.0% | +127.8% |
| 5Y | +49.5% | +34.9% | +14.6% | +30.4% |
| 10Y | +521.9% | -41.4% | +563.3% | +420.2% |
| All | +1,058.3% | +191.3% | +867.1% | +471.1% |
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 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