+791.5%
PODD vs PTEN
-28.8%
+820.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.5% | -3.9% |
| 7D | -4.1% | -1.0% | -3.1% | -4.0% |
| 30D | +0.8% | +29.3% | -28.5% | -4.2% |
| 3M | -6.1% | +7.2% | -13.3% | -8.1% |
| 6M | -40.0% | +43.5% | -83.5% | -45.0% |
| YTD | -49.9% | +113.2% | -163.2% | -57.7% |
| 1Y | -59.3% | +135.1% | -194.4% | -66.5% |
| 3Y | -17.2% | -4.8% | -12.4% | -22.1% |
| 5Y | -53.0% | +94.6% | -147.6% | -64.4% |
| 10Y | +226.1% | -24.2% | +250.3% | +135.6% |
| All | +791.5% | -28.8% | +820.3% | +251.6% |
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