-44.0%
ACHR vs PTEN
+163.2%
-207.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.5% |
| 7D | -2.3% | +3.5% | -5.7% | -3.1% |
| 30D | -11.3% | +17.5% | -28.8% | -14.8% |
| 3M | +5.3% | +12.7% | -7.4% | +1.2% |
| 6M | -13.2% | +33.1% | -46.3% | -21.4% |
| YTD | -25.8% | +116.4% | -142.2% | -40.9% |
| 1Y | -34.3% | +141.2% | -175.4% | -49.2% |
| 3Y | -19.9% | -3.8% | -16.1% | -27.9% |
| 5Y | -42.7% | +92.7% | -135.4% | -50.8% |
| All | -44.0% | +163.2% | -207.2% | -51.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling