+8.5%
ADVB vs PTEN
+135.2%
-126.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | -3.8% | +0.7% | -4.5% | -3.8% |
| 30D | +17.6% | +31.2% | -13.7% | +13.4% |
| 3M | +119.1% | +2.0% | +117.1% | +114.9% |
| 6M | +103.4% | +42.4% | +61.0% | +98.4% |
| YTD | +59.8% | +109.2% | -49.4% | +57.7% |
| 1Y | +8.5% | +122.3% | -113.8% | +12.2% |
| All | +8.5% | +135.2% | -126.7% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling