+61.6%
AG vs PTEN
-15.6%
+77.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.9% |
| 7D | -6.7% | +3.5% | -10.2% | -7.3% |
| 30D | +2.2% | +17.5% | -15.4% | -0.8% |
| 3M | +15.7% | +12.7% | +3.0% | +12.3% |
| 6M | -23.8% | +33.1% | -56.9% | -29.3% |
| YTD | +17.6% | +116.4% | -98.8% | -0.9% |
| 1Y | +88.6% | +141.2% | -52.5% | +54.6% |
| 3Y | +253.4% | -3.8% | +257.2% | +234.3% |
| 5Y | +62.4% | +92.7% | -30.3% | +32.4% |
| All | +61.6% | -15.6% | +77.3% | +14.5% |
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