+99.4%
XBI vs PTEN
-3.7%
+103.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -4.6% | +3.5% | -8.1% | -5.0% |
| 30D | -2.0% | +17.5% | -19.5% | -3.7% |
| 3M | +17.8% | +12.7% | +5.1% | +15.9% |
| 6M | +23.7% | +33.1% | -9.4% | +17.8% |
| YTD | +28.2% | +116.4% | -88.2% | +12.5% |
| 1Y | +64.0% | +141.2% | -77.2% | +40.3% |
| 3Y | +99.4% | -3.8% | +103.2% | +87.3% |
| All | +99.4% | -3.7% | +103.1% | +87.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling