+4.5%
QQQM vs PTEN
+71.6%
-67.1%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -6.6% | +0.2% | -6.4% |
| 7D | -9.4% | -21.6% | +12.2% | -9.7% |
| 30D | -14.7% | -12.8% | -1.9% | -14.8% |
| 3M | -9.6% | +5.1% | -14.7% | -9.2% |
| 6M | -4.7% | -18.5% | +13.8% | -5.0% |
| YTD | +5.9% | +67.6% | -61.7% | +2.1% |
| 1Y | +4.5% | +71.1% | -66.5% | +0.3% |
| All | +4.5% | +71.6% | -67.1% | +0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling