+252.7%
ACM vs PTEN
-43.8%
+296.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.1% |
| 7D | +6.6% | -14.5% | +21.1% | +10.9% |
| 30D | +19.8% | -11.1% | +30.9% | +22.5% |
| 3M | -3.1% | -7.8% | +4.7% | -2.4% |
| 6M | -11.5% | -10.5% | -1.0% | -11.7% |
| YTD | -24.7% | +69.3% | -94.0% | -38.4% |
| 1Y | -45.1% | +70.5% | -115.6% | -55.3% |
| 3Y | -8.9% | -7.1% | -1.8% | -17.2% |
| 5Y | +5.4% | +29.1% | -23.7% | -22.4% |
| 10Y | +131.1% | -44.5% | +175.6% | +62.5% |
| All | +252.7% | -43.8% | +296.5% | +62.0% |
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