-44.8%
ACHR vs PTEN
+164.8%
-209.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.1% | -7.8% | -6.1% |
| 7D | -2.7% | -1.7% | -1.0% | -2.4% |
| 30D | -12.1% | +18.6% | -30.7% | -15.8% |
| 3M | +3.4% | +12.5% | -9.1% | -0.7% |
| 6M | -15.6% | +41.9% | -57.5% | -24.9% |
| YTD | -26.9% | +117.8% | -144.6% | -41.9% |
| 1Y | -34.8% | +145.3% | -180.1% | -49.7% |
| 3Y | -19.2% | -2.8% | -16.4% | -27.5% |
| 5Y | -43.8% | +93.4% | -137.2% | -51.9% |
| All | -44.8% | +164.8% | -209.6% | -52.0% |
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