-23.2%
PODD vs PTEN
-3.4%
-19.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -10.6% | +2.8% | -13.3% | -10.8% |
| 30D | -6.9% | +17.6% | -24.5% | -8.3% |
| 3M | -10.6% | +8.2% | -18.8% | -11.4% |
| 6M | -43.5% | +38.1% | -81.6% | -45.8% |
| YTD | -52.6% | +117.3% | -169.9% | -57.4% |
| 1Y | -60.1% | +146.1% | -206.2% | -65.0% |
| All | -23.2% | -3.4% | -19.8% | -25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling