+57.4%
AA vs PTEN
+144.8%
-87.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.6% | -4.7% |
| 7D | -5.4% | +2.8% | -8.2% | -6.0% |
| 30D | -10.7% | +17.6% | -28.3% | -14.2% |
| 3M | -26.2% | +8.2% | -34.3% | -28.1% |
| 6M | -20.9% | +38.1% | -59.0% | -29.6% |
| YTD | -8.6% | +117.3% | -125.9% | -31.4% |
| 1Y | +57.4% | +146.1% | -88.7% | +13.1% |
| All | +57.4% | +144.8% | -87.4% | +13.1% |
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