+1,735.1%
PLTR vs PTEN
+398.8%
+1,336.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.3% |
| 7D | -6.4% | +0.7% | -7.1% | -6.7% |
| 30D | +10.0% | +31.2% | -21.2% | +3.1% |
| 3M | +23.0% | +2.0% | +21.0% | +20.9% |
| 6M | +13.8% | +42.4% | -28.6% | +1.9% |
| YTD | -1.9% | +109.2% | -111.1% | -20.7% |
| 1Y | +11.6% | +122.3% | -110.7% | -11.6% |
| 3Y | +1,048.4% | -5.6% | +1,054.0% | +963.5% |
| 5Y | +554.4% | +86.5% | +467.9% | +406.9% |
| All | +1,735.1% | +398.8% | +1,336.3% | +961.4% |
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 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