+5.0%
SYK vs PTEN
+88.6%
-83.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -1.9% |
| 7D | -12.3% | +2.8% | -15.1% | -12.5% |
| 30D | -22.4% | +17.6% | -40.0% | -23.2% |
| 3M | -12.3% | +8.2% | -20.5% | -12.9% |
| 6M | -24.3% | +38.1% | -62.4% | -26.4% |
| YTD | -22.8% | +117.3% | -140.0% | -27.8% |
| 1Y | -28.8% | +146.1% | -174.9% | -34.3% |
| 3Y | -4.0% | -3.0% | -0.9% | -6.2% |
| All | +5.0% | +88.6% | -83.6% | -7.5% |
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