+4,678.2%
ACGL vs PTEN
+784.2%
+3,894.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | +0.9% | -25.5% | +26.4% | +3.9% |
| 30D | +13.7% | -11.7% | +25.4% | +14.9% |
| 3M | +8.0% | -0.5% | +8.6% | +7.4% |
| 6M | +13.3% | -12.9% | +26.2% | +13.7% |
| YTD | +11.8% | +67.1% | -55.2% | +3.7% |
| 1Y | +22.2% | +70.5% | -48.3% | +12.9% |
| 3Y | +32.5% | -10.4% | +42.9% | +28.1% |
| 5Y | +160.2% | +23.7% | +136.5% | +134.2% |
| 10Y | +338.5% | -42.7% | +381.2% | +274.6% |
| All | +4,678.2% | +784.2% | +3,894.0% | +3,174.3% |
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