+64,065.9%
NFLX vs PTEN
+17.9%
+64,048.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -2.2% |
| 7D | -5.0% | -1.0% | -4.0% | -4.9% |
| 30D | +3.5% | +29.3% | -25.7% | -0.3% |
| 3M | -7.1% | +7.2% | -14.3% | -8.7% |
| 6M | -22.5% | +43.5% | -66.0% | -27.3% |
| YTD | -18.1% | +113.2% | -131.4% | -27.6% |
| 1Y | -38.3% | +135.1% | -173.4% | -46.5% |
| 3Y | +73.4% | -4.8% | +78.2% | +65.8% |
| 5Y | +26.7% | +94.6% | -67.9% | +4.4% |
| 10Y | +670.3% | -24.2% | +694.5% | +525.9% |
| All | +64,065.9% | +17.9% | +64,048.0% | +29,522.2% |
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