+439.9%
AG vs PTEN
-28.6%
+468.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -3.0% | -1.6% |
| 7D | +4.5% | -1.0% | +5.5% | +4.8% |
| 30D | +12.9% | +29.3% | -16.4% | +4.2% |
| 3M | +20.9% | +7.2% | +13.7% | +16.2% |
| 6M | -19.5% | +43.5% | -63.1% | -30.8% |
| YTD | +24.8% | +113.2% | -88.4% | -5.5% |
| 1Y | +120.2% | +135.1% | -14.8% | +60.1% |
| 3Y | +279.0% | -4.8% | +283.8% | +244.5% |
| 5Y | +67.9% | +94.6% | -26.7% | +10.9% |
| 10Y | +57.5% | -24.2% | +81.7% | -1.1% |
| All | +439.9% | -28.6% | +468.5% | +145.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling