+1,564.8%
QQQ vs PTEN
+1,074.7%
+490.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.6% |
| 7D | +1.0% | -1.7% | +2.7% | +1.2% |
| 30D | -0.6% | +18.6% | -19.2% | -3.2% |
| 3M | +1.3% | +12.5% | -11.1% | -1.2% |
| 6M | +18.1% | +41.9% | -23.7% | +10.5% |
| YTD | +16.9% | +117.8% | -100.9% | +2.2% |
| 1Y | +24.0% | +145.3% | -121.3% | +6.0% |
| 3Y | +95.6% | -2.8% | +98.4% | +86.3% |
| 5Y | +94.5% | +93.4% | +1.1% | +58.6% |
| 10Y | +571.7% | -16.6% | +588.3% | +421.9% |
| All | +1,564.8% | +1,074.7% | +490.1% | +878.2% |
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 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