+548.8%
PLTR vs PTEN
+94.7%
+454.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.9% |
| 7D | 0.0% | -1.7% | +1.7% | +0.3% |
| 30D | -3.3% | +18.6% | -21.8% | -7.2% |
| 3M | +28.4% | +12.5% | +15.9% | +23.2% |
| 6M | +8.4% | +41.9% | -33.5% | -3.4% |
| YTD | -4.6% | +117.8% | -122.4% | -24.7% |
| 1Y | +4.4% | +145.3% | -140.9% | -20.7% |
| 3Y | +1,020.5% | -2.8% | +1,023.3% | +920.2% |
| 5Y | +548.8% | +93.4% | +455.4% | +409.4% |
| All | +548.8% | +94.7% | +454.1% | +409.4% |
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 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