+10,599.0%
TECH vs PTEN
+1,889.0%
+8,710.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +0.1% | +0.7% | -0.6% | 0.0% |
| 30D | +0.7% | +31.2% | -30.5% | -2.3% |
| 3M | +36.3% | +2.0% | +34.3% | +35.3% |
| 6M | +25.6% | +42.4% | -16.8% | +19.7% |
| YTD | +23.7% | +109.2% | -85.5% | +13.0% |
| 1Y | +37.6% | +122.3% | -84.7% | +24.6% |
| 3Y | -6.6% | -5.6% | -1.0% | -9.3% |
| 5Y | -42.2% | +86.5% | -128.7% | -49.4% |
| 10Y | +187.6% | -22.1% | +209.7% | +144.7% |
| All | +10,599.0% | +1,889.0% | +8,710.1% | +5,816.9% |
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