-44.0%
ACHR vs PTEN
+89.3%
-133.3%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -5.4% | +2.8% | -8.2% | -6.1% |
| 30D | -19.7% | +17.6% | -37.3% | -23.6% |
| 3M | +7.9% | +8.2% | -0.3% | +4.0% |
| 6M | -13.8% | +38.1% | -51.9% | -24.6% |
| YTD | -27.5% | +117.3% | -144.8% | -45.5% |
| 1Y | -33.9% | +146.1% | -180.0% | -52.3% |
| 3Y | -20.0% | -3.0% | -16.9% | -29.1% |
| 5Y | -44.0% | +93.5% | -137.4% | -53.5% |
| All | -44.0% | +89.3% | -133.3% | -53.5% |
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