+242.8%
QCOM vs PTEN
-44.3%
+287.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +0.9% |
| 7D | +5.5% | -14.5% | +20.0% | +8.0% |
| 30D | -1.1% | -11.1% | +10.0% | +0.3% |
| 3M | +7.6% | -7.8% | +15.4% | +8.2% |
| 6M | -20.1% | -10.5% | -9.6% | -19.9% |
| YTD | +3.0% | +69.3% | -66.2% | -8.2% |
| 1Y | +3.2% | +70.5% | -67.3% | -8.3% |
| 3Y | +48.9% | -7.1% | +56.0% | +41.7% |
| 5Y | +21.1% | +29.1% | -8.1% | +5.4% |
| 10Y | +242.8% | -44.5% | +287.3% | +191.6% |
| All | +242.8% | -44.3% | +287.1% | +191.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling