+49.0%
REGN vs PTEN
+79.8%
-30.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.4% | +5.0% | -4.7% |
| 7D | +14.4% | -15.5% | +29.9% | +13.6% |
| 30D | +28.1% | -7.8% | +35.9% | +27.9% |
| 3M | +22.5% | +6.4% | +16.1% | +23.3% |
| 6M | +31.6% | -11.9% | +43.4% | +29.8% |
| YTD | +21.0% | +79.4% | -58.3% | +21.6% |
| 1Y | +49.0% | +84.9% | -36.0% | +51.3% |
| All | +49.0% | +79.8% | -30.9% | +51.3% |
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