+39.8%
AG vs PTEN
+71.6%
-31.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.6% | +3.3% | -4.1% |
| 7D | -2.9% | -21.6% | +18.7% | -5.4% |
| 30D | -15.1% | -12.8% | -2.3% | -16.4% |
| 3M | -15.4% | +5.1% | -20.5% | -14.0% |
| 6M | -21.9% | -18.5% | -3.5% | -22.9% |
| YTD | -10.4% | +67.6% | -78.0% | -10.6% |
| 1Y | +39.8% | +71.1% | -31.2% | +39.3% |
| All | +39.8% | +71.6% | -31.8% | +39.3% |
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