-96.5%
ADVB vs PTEN
+63.4%
-159.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.6% | +2.8% | -26.4% | -24.3% |
| 7D | +27.8% | +10.6% | +17.2% | +24.7% |
| 30D | -50.8% | -4.9% | -45.8% | -50.4% |
| 3M | -70.5% | +1.4% | -72.0% | -70.8% |
| 6M | -46.7% | -7.0% | -39.7% | -46.6% |
| YTD | -56.7% | +84.8% | -141.5% | -62.7% |
| 1Y | -71.8% | +95.7% | -167.4% | -76.0% |
| All | -96.5% | +63.4% | -159.9% | -97.0% |
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