-39.6%
ZBRA vs PTEN
+87.9%
-127.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | -3.4% | +3.5% | -6.9% | -4.1% |
| 30D | -7.4% | +17.5% | -24.9% | -10.6% |
| 3M | +57.5% | +12.7% | +44.8% | +52.0% |
| 6M | +64.0% | +33.1% | +30.9% | +50.2% |
| YTD | +44.3% | +116.4% | -72.1% | +16.3% |
| 1Y | +10.9% | +141.2% | -130.3% | -13.3% |
| 3Y | +37.5% | -3.8% | +41.3% | +25.4% |
| All | -39.6% | +87.9% | -127.5% | -50.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling