+201.8%
AG vs PTEN
+2.7%
+199.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.2% | -2.8% |
| 7D | -10.0% | +10.6% | -20.5% | -11.1% |
| 30D | -10.5% | -4.9% | -5.6% | -10.4% |
| 3M | -27.3% | +1.4% | -28.7% | -28.0% |
| 6M | -43.0% | -7.0% | -36.0% | -43.1% |
| YTD | -17.9% | +84.8% | -102.7% | -31.6% |
| 1Y | +11.9% | +95.7% | -83.8% | -8.3% |
| 3Y | +201.8% | +2.0% | +199.8% | +197.2% |
| All | +201.8% | +2.7% | +199.1% | +197.2% |
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