-97.2%
ADVB vs PTEN
+46.8%
-144.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | -1.2% | -16.4% | +15.2% | +3.0% |
| 30D | -61.4% | -12.8% | -48.6% | -60.3% |
| 3M | -67.8% | +0.7% | -68.5% | -67.9% |
| 6M | -66.9% | -12.2% | -54.7% | -66.4% |
| YTD | -64.9% | +66.1% | -131.0% | -69.0% |
| 1Y | -74.8% | +69.2% | -144.0% | -77.8% |
| All | -97.2% | +46.8% | -144.0% | -97.5% |
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