-8.5%
NFLX vs PTEN
+49.0%
-57.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -1.1% |
| 7D | -2.0% | +10.6% | -12.6% | -3.0% |
| 30D | -11.9% | -4.9% | -7.0% | -11.8% |
| 3M | -20.6% | +1.4% | -22.0% | -21.2% |
| 6M | -29.0% | -7.0% | -22.0% | -29.2% |
| YTD | -33.7% | +84.8% | -118.5% | -39.7% |
| 1Y | -46.2% | +95.7% | -141.8% | -51.5% |
| 3Y | +39.8% | +2.0% | +37.8% | +33.5% |
| All | -8.5% | +49.0% | -57.5% | -19.3% |
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