+1,660.3%
PLTR vs PTEN
+416.1%
+1,244.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -4.1% | +3.5% | -7.5% | -4.8% |
| 30D | -2.2% | +17.5% | -19.8% | -5.9% |
| 3M | +27.6% | +12.7% | +14.9% | +22.6% |
| 6M | +10.3% | +33.1% | -22.8% | +0.6% |
| YTD | -5.9% | +116.4% | -122.4% | -24.5% |
| 1Y | +1.7% | +141.2% | -139.4% | -21.0% |
| 3Y | +959.1% | -3.8% | +962.9% | +876.9% |
| 5Y | +536.3% | +92.7% | +443.6% | +389.3% |
| All | +1,660.3% | +416.1% | +1,244.3% | +910.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling