+2.7%
AA vs PTEN
+89.3%
-86.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.6% | -4.7% |
| 7D | -5.4% | +2.8% | -8.2% | -6.5% |
| 30D | -10.7% | +17.6% | -28.3% | -16.8% |
| 3M | -26.2% | +8.2% | -34.3% | -29.6% |
| 6M | -20.9% | +38.1% | -59.0% | -34.0% |
| YTD | -8.6% | +117.3% | -125.9% | -38.4% |
| 1Y | +57.4% | +146.1% | -88.7% | -1.0% |
| 3Y | +77.8% | -3.0% | +80.8% | +60.6% |
| 5Y | +2.7% | +93.5% | -90.8% | -30.2% |
| All | +2.7% | +89.3% | -86.6% | -30.2% |
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