-7.2%
SYK vs PTEN
-3.4%
-3.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -2.0% |
| 7D | -12.3% | +2.8% | -15.1% | -12.4% |
| 30D | -22.4% | +17.6% | -40.0% | -22.7% |
| 3M | -12.3% | +8.2% | -20.5% | -12.3% |
| 6M | -24.3% | +38.1% | -62.4% | -25.2% |
| YTD | -22.8% | +117.3% | -140.0% | -25.9% |
| 1Y | -28.8% | +146.1% | -174.9% | -32.5% |
| All | -7.2% | -3.4% | -3.9% | -13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling