+3.5%
SNOW vs PTEN
+89.3%
-85.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -7.5% | +2.8% | -10.3% | -7.9% |
| 30D | -1.3% | +17.6% | -18.9% | -4.0% |
| 3M | +37.4% | +8.2% | +29.3% | +34.7% |
| 6M | +88.1% | +38.1% | +50.0% | +75.4% |
| YTD | +50.3% | +117.3% | -67.0% | +28.7% |
| 1Y | +46.0% | +146.1% | -100.1% | +21.3% |
| 3Y | +98.7% | -3.0% | +101.7% | +85.7% |
| 5Y | +3.5% | +93.5% | -89.9% | -18.2% |
| All | +3.5% | +89.3% | -85.8% | -18.2% |
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