+16.5%
ZBRA vs PTEN
+135.2%
-118.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.5% |
| 7D | +1.8% | +0.7% | +1.0% | +1.7% |
| 30D | -1.7% | +31.2% | -32.9% | -2.2% |
| 3M | +47.8% | +2.0% | +45.7% | +50.8% |
| 6M | +56.7% | +42.4% | +14.3% | +47.1% |
| YTD | +49.4% | +109.2% | -59.8% | +21.1% |
| 1Y | +16.5% | +122.3% | -105.8% | -9.0% |
| All | +16.5% | +135.2% | -118.7% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling