+2,827.8%
ZBRA vs PTEN
+1,970.6%
+857.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.5% |
| 7D | -1.8% | -1.7% | -0.1% | -1.6% |
| 30D | -8.8% | +18.6% | -27.4% | -11.4% |
| 3M | +47.2% | +12.5% | +34.8% | +42.8% |
| 6M | +61.3% | +41.9% | +19.4% | +49.5% |
| YTD | +42.0% | +117.8% | -75.8% | +22.1% |
| 1Y | +10.5% | +145.3% | -134.9% | -7.1% |
| 3Y | +34.5% | -2.8% | +37.3% | +28.6% |
| 5Y | -40.3% | +93.4% | -133.7% | -51.0% |
| 10Y | +421.5% | -16.6% | +438.1% | +313.8% |
| All | +2,827.8% | +1,970.6% | +857.2% | +1,516.0% |
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