-39.6%
ZS vs PTEN
+89.3%
-128.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | -8.1% | +2.8% | -10.8% | -8.5% |
| 30D | -8.4% | +17.6% | -26.0% | -11.3% |
| 3M | +31.1% | +8.2% | +22.9% | +28.2% |
| 6M | +4.4% | +38.1% | -33.7% | -2.7% |
| YTD | -27.3% | +117.3% | -144.6% | -38.4% |
| 1Y | -41.4% | +146.1% | -187.5% | -51.8% |
| 3Y | +1.7% | -3.0% | +4.7% | -4.2% |
| 5Y | -39.6% | +93.5% | -133.1% | -45.2% |
| All | -39.6% | +89.3% | -128.9% | -45.2% |
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