-34.5%
RBLX vs PTEN
+67.0%
-101.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.4% |
| 7D | +5.1% | +3.5% | +1.6% | +4.5% |
| 30D | +28.0% | +17.5% | +10.5% | +24.8% |
| 3M | +4.6% | +12.7% | -8.1% | +1.7% |
| 6M | -24.7% | +33.1% | -57.7% | -29.6% |
| YTD | -43.8% | +116.4% | -160.3% | -52.3% |
| 1Y | -65.8% | +141.2% | -206.9% | -71.7% |
| 3Y | +59.4% | -3.8% | +63.2% | +51.1% |
| 5Y | -48.2% | +92.7% | -140.9% | -56.7% |
| All | -34.5% | +67.0% | -101.6% | -36.8% |
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