-46.2%
RBLX vs PTEN
+87.9%
-134.1%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -29.7% |
| YTD | -43.8% | +116.4% | -160.3% | -52.6% |
| 1Y | -65.8% | +141.2% | -206.9% | -71.9% |
| 3Y | +59.4% | -3.8% | +63.2% | +51.3% |
| All | -46.2% | +87.9% | -134.1% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling