+689.1%
TWLO vs PTEN
-25.6%
+714.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.6% | +0.3% |
| 7D | +0.2% | -1.7% | +1.9% | +0.4% |
| 30D | -9.1% | +18.6% | -27.7% | -11.3% |
| 3M | +11.0% | +12.5% | -1.5% | +8.6% |
| 6M | +79.4% | +41.9% | +37.5% | +69.6% |
| YTD | +59.7% | +117.8% | -58.1% | +42.3% |
| 1Y | +112.3% | +145.3% | -33.0% | +85.6% |
| 3Y | +247.0% | -2.8% | +249.8% | +232.1% |
| 5Y | -35.6% | +93.4% | -129.0% | -44.4% |
| 10Y | +305.7% | -16.6% | +322.3% | +227.3% |
| All | +689.1% | -25.6% | +714.7% | +579.6% |
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