-77.0%
ADVB vs PTEN
+79.8%
-156.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -9.4% | +4.8% | -2.3% |
| 7D | -29.5% | -15.5% | -14.1% | -26.7% |
| 30D | -66.9% | -7.8% | -59.1% | -66.3% |
| 3M | -73.7% | +6.4% | -80.1% | -74.1% |
| 6M | -64.8% | -11.9% | -52.9% | -64.1% |
| YTD | -64.0% | +79.4% | -143.4% | -68.4% |
| 1Y | -77.0% | +84.9% | -161.9% | -80.1% |
| All | -77.0% | +79.8% | -156.8% | -80.1% |
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