+27.0%
NFLX vs PTEN
+89.8%
-62.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.2% |
| 7D | -8.1% | -1.7% | -6.4% | -8.0% |
| 30D | -0.3% | +18.6% | -18.9% | -2.2% |
| 3M | -6.6% | +12.5% | -19.1% | -8.1% |
| 6M | -22.7% | +41.9% | -64.5% | -26.3% |
| YTD | -18.9% | +117.8% | -136.7% | -26.7% |
| 1Y | -39.8% | +145.3% | -185.1% | -46.7% |
| 3Y | +71.7% | -2.8% | +74.5% | +66.6% |
| All | +27.0% | +89.8% | -62.8% | +17.3% |
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