+4,269.4%
ACGL vs PTEN
+1,007.1%
+3,262.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.6% |
| 7D | -0.7% | +0.7% | -1.5% | -0.9% |
| 30D | -1.0% | +31.2% | -32.2% | -4.1% |
| 3M | +11.0% | +2.0% | +9.0% | +10.1% |
| 6M | -0.3% | +42.4% | -42.7% | -5.2% |
| YTD | +2.3% | +109.2% | -106.9% | -7.1% |
| 1Y | +6.4% | +122.3% | -115.9% | -4.5% |
| 3Y | +34.0% | -5.6% | +39.5% | +29.2% |
| 5Y | +161.6% | +86.5% | +75.1% | +125.2% |
| 10Y | +278.6% | -22.1% | +300.7% | +213.7% |
| All | +4,269.4% | +1,007.1% | +3,262.3% | +2,833.0% |
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