-14.8%
PYPL vs PTEN
-3.1%
-11.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.2% |
| 7D | -4.3% | -1.7% | -2.7% | -4.2% |
| 30D | -11.5% | +18.6% | -30.1% | -13.7% |
| 3M | +26.1% | +12.5% | +13.7% | +23.4% |
| 6M | +13.7% | +41.9% | -28.2% | +5.5% |
| YTD | -9.8% | +117.8% | -127.6% | -24.0% |
| 1Y | -22.1% | +145.3% | -167.4% | -36.6% |
| All | -14.8% | -3.1% | -11.7% | -23.3% |
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