-87.7%
ADVB vs PTEN
+88.5%
-176.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.7% | -4.2% |
| 7D | -14.0% | -1.0% | -13.0% | -13.8% |
| 30D | +41.0% | +29.3% | +11.7% | +33.2% |
| 3M | +127.9% | +7.2% | +120.7% | +122.3% |
| 6M | +101.3% | +43.5% | +57.8% | +83.6% |
| YTD | +53.8% | +113.2% | -59.5% | +28.8% |
| 1Y | +4.4% | +135.1% | -130.6% | -15.7% |
| All | -87.7% | +88.5% | -176.2% | -89.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling