-97.3%
ADVB vs PTEN
+47.7%
-145.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | -13.9% | -25.5% | +11.6% | -7.9% |
| 30D | -68.1% | -11.7% | -56.5% | -67.3% |
| 3M | -73.4% | -0.5% | -72.9% | -73.4% |
| 6M | -70.8% | -12.9% | -57.9% | -70.3% |
| YTD | -66.1% | +67.1% | -133.2% | -70.1% |
| 1Y | -77.5% | +70.5% | -148.0% | -80.3% |
| All | -97.3% | +47.7% | -145.0% | -97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling