-55.3%
PODD vs PTEN
+87.9%
-143.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.0% |
| 7D | -10.5% | +3.5% | -14.0% | -10.9% |
| 30D | -9.0% | +17.5% | -26.6% | -10.8% |
| 3M | -11.5% | +12.7% | -24.3% | -13.1% |
| 6M | -44.7% | +33.1% | -77.8% | -47.2% |
| YTD | -53.6% | +116.4% | -170.0% | -58.5% |
| 1Y | -61.0% | +141.2% | -202.1% | -65.8% |
| 3Y | -24.7% | -3.8% | -20.9% | -27.4% |
| All | -55.3% | +87.9% | -143.2% | -60.2% |
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 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