+1,089.0%
MSTR vs PTEN
+175.6%
+913.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.5% |
| 7D | -4.0% | -16.4% | +12.5% | -0.8% |
| 30D | -18.6% | -12.8% | -5.8% | -17.0% |
| 3M | +25.6% | +0.7% | +24.9% | +23.8% |
| 6M | -33.1% | -12.2% | -20.9% | -32.9% |
| YTD | -17.3% | +66.1% | -83.4% | -27.7% |
| 1Y | -48.1% | +69.2% | -117.3% | -54.8% |
| 3Y | +154.2% | -8.2% | +162.4% | +143.2% |
| 5Y | +46.2% | +19.2% | +27.0% | +30.4% |
| 10Y | +554.5% | -45.6% | +600.1% | +455.0% |
| All | +1,089.0% | +175.6% | +913.4% | +492.4% |
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 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