+26.3%
ACI vs PTEN
+282.9%
-256.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.3% |
| 7D | +0.2% | +0.7% | -0.6% | +0.1% |
| 30D | +5.9% | +31.2% | -25.3% | +4.2% |
| 3M | -19.8% | +2.0% | -21.8% | -20.0% |
| 6M | -24.7% | +42.4% | -67.2% | -26.6% |
| YTD | -24.4% | +109.2% | -133.6% | -27.9% |
| 1Y | -31.5% | +122.3% | -153.8% | -35.1% |
| 3Y | -38.7% | -5.6% | -33.1% | -39.5% |
| 5Y | -42.8% | +86.5% | -129.3% | -46.0% |
| All | +26.3% | +282.9% | -256.6% | +23.2% |
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 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