+10,656.6%
TECH vs PTEN
+1,509.4%
+9,147.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.2% |
| 7D | +0.2% | -14.5% | +14.7% | +1.8% |
| 30D | +0.5% | -11.1% | +11.6% | +1.5% |
| 3M | +1.1% | -7.8% | +8.9% | +1.5% |
| 6M | +51.0% | -10.5% | +61.5% | +51.3% |
| YTD | +24.4% | +69.3% | -44.9% | +15.8% |
| 1Y | +27.4% | +70.5% | -43.1% | +18.5% |
| 3Y | +28.5% | -7.1% | +35.6% | +24.9% |
| 5Y | -40.9% | +29.1% | -70.0% | -46.1% |
| 10Y | +192.5% | -44.5% | +237.0% | +157.7% |
| All | +10,656.6% | +1,509.4% | +9,147.2% | +5,962.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling