-80.6%
PYPL vs PTEN
+87.9%
-168.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -2.3% | +3.5% | -5.7% | -2.8% |
| 30D | -9.0% | +17.5% | -26.6% | -11.4% |
| 3M | +30.6% | +12.7% | +17.9% | +27.2% |
| 6M | +18.6% | +33.1% | -14.5% | +11.3% |
| YTD | -7.2% | +116.4% | -123.6% | -20.7% |
| 1Y | -19.3% | +141.2% | -160.4% | -32.9% |
| 3Y | -12.3% | -3.8% | -8.5% | -17.4% |
| All | -80.6% | +87.9% | -168.5% | -84.6% |
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 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