+15,889.8%
ADI vs PTEN
+1,889.0%
+14,000.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.8% |
| 7D | +0.4% | +0.7% | -0.3% | +0.3% |
| 30D | -3.8% | +31.2% | -35.0% | -8.6% |
| 3M | -15.3% | +2.0% | -17.3% | -16.3% |
| 6M | +6.7% | +42.4% | -35.7% | -1.6% |
| YTD | +34.8% | +109.2% | -74.4% | +15.7% |
| 1Y | +49.0% | +122.3% | -73.3% | +25.9% |
| 3Y | +108.1% | -5.6% | +113.6% | +98.5% |
| 5Y | +142.4% | +86.5% | +55.9% | +93.5% |
| 10Y | +589.9% | -22.1% | +612.0% | +427.2% |
| All | +15,889.8% | +1,889.0% | +14,000.9% | +7,173.0% |
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