+1,149.8%
NBIX vs PTEN
+806.1%
+343.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +0.4% | +3.5% | -3.1% | -0.3% |
| 30D | -0.2% | +17.5% | -17.7% | -3.2% |
| 3M | -4.0% | +12.7% | -16.7% | -6.9% |
| 6M | +20.6% | +33.1% | -12.5% | +12.1% |
| YTD | +10.1% | +116.4% | -106.3% | -6.7% |
| 1Y | +8.8% | +141.2% | -132.4% | -10.3% |
| 3Y | +42.5% | -3.8% | +46.3% | +33.7% |
| 5Y | +61.5% | +92.7% | -31.2% | +23.0% |
| 10Y | +217.6% | -17.1% | +234.7% | +126.9% |
| All | +1,149.8% | +806.1% | +343.7% | +509.7% |
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