+56.2%
AG vs PTEN
+87.9%
-31.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.8% |
| 7D | -6.7% | +3.5% | -10.2% | -7.4% |
| 30D | +2.2% | +17.5% | -15.4% | -1.3% |
| 3M | +15.7% | +12.7% | +3.0% | +11.8% |
| 6M | -23.8% | +33.1% | -56.9% | -30.5% |
| YTD | +17.6% | +116.4% | -98.8% | -5.6% |
| 1Y | +88.6% | +141.2% | -52.5% | +45.7% |
| 3Y | +253.4% | -3.8% | +257.2% | +234.6% |
| All | +56.2% | +87.9% | -31.7% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling