Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • TPG vs PTEN✓SelectedUSD · PTENTPG vs PTEN performance historyLatest closeAs of+1.62%09/11
Stock and ETF performance explorer

TPG vs PTEN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+69.0%
PTEN return
+48.3%
Excess return
+20.7%
Maximum drawdown
-44.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioPTENExcessAlpha
1D+1.6%-0.4%+2.0%+1.7%
7D-9.4%+3.5%-12.9%-10.1%
30D-5.3%+17.5%-22.8%-8.8%
3M+12.9%+12.7%+0.2%+8.9%
6M+20.1%+33.1%-13.0%+9.6%
YTD-22.5%+116.4%-138.9%-38.0%
1Y-19.7%+141.2%-160.9%-38.1%
3Y+81.2%-3.8%+85.0%+64.9%
All+69.0%+48.3%+20.7%+53.0%

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