-16.9%
ACI vs PTEN
+79.8%
-96.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -9.4% | +12.9% | +3.6% |
| 7D | +4.5% | -15.5% | +20.0% | +4.4% |
| 30D | +20.9% | -7.8% | +28.6% | +20.3% |
| 3M | +15.2% | +6.4% | +8.9% | +13.6% |
| 6M | -13.3% | -11.9% | -1.5% | -13.2% |
| YTD | -16.2% | +79.4% | -95.6% | -21.6% |
| 1Y | -16.9% | +84.9% | -101.8% | -22.9% |
| All | -16.9% | +79.8% | -96.7% | -22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling