-40.8%
ACI vs PTEN
+89.3%
-130.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.3% |
| 7D | -7.1% | +2.8% | -9.9% | -7.2% |
| 30D | -4.5% | +17.6% | -22.1% | -5.5% |
| 3M | -22.3% | +8.2% | -30.5% | -22.8% |
| 6M | -28.4% | +38.1% | -66.5% | -30.1% |
| YTD | -29.5% | +117.3% | -146.8% | -33.2% |
| 1Y | -34.2% | +146.1% | -180.3% | -38.3% |
| 3Y | -45.7% | -3.0% | -42.6% | -46.3% |
| 5Y | -40.8% | +93.5% | -134.2% | -44.5% |
| All | -40.8% | +89.3% | -130.1% | -44.5% |
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