+152.0%
QQQM vs PTEN
+409.1%
-257.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | -0.6% | +3.5% | -4.0% | -0.9% |
| 30D | -1.2% | +17.5% | -18.7% | -2.7% |
| 3M | -0.1% | +12.7% | -12.8% | -1.5% |
| 6M | +18.0% | +33.1% | -15.1% | +13.8% |
| YTD | +16.7% | +116.4% | -99.7% | +7.0% |
| 1Y | +23.0% | +141.2% | -118.1% | +11.2% |
| 3Y | +93.3% | -3.8% | +97.1% | +84.7% |
| 5Y | +96.3% | +92.7% | +3.6% | +82.2% |
| All | +152.0% | +409.1% | -257.1% | +129.5% |
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