+131.1%
ADI vs PTEN
+89.3%
+41.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +1.3% | +2.8% | -1.5% | +0.9% |
| 30D | -6.0% | +17.6% | -23.5% | -8.5% |
| 3M | -7.7% | +8.2% | -15.9% | -9.5% |
| 6M | +14.0% | +38.1% | -24.1% | +5.9% |
| YTD | +34.4% | +117.3% | -82.9% | +14.3% |
| 1Y | +48.0% | +146.1% | -98.1% | +22.1% |
| 3Y | +113.3% | -3.0% | +116.3% | +96.3% |
| 5Y | +131.1% | +93.5% | +37.6% | +92.8% |
| All | +131.1% | +89.3% | +41.8% | +92.8% |
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