+255.2%
AG vs PTEN
-38.1%
+293.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.2% | -3.2% |
| 7D | -10.0% | +10.6% | -20.5% | -12.7% |
| 30D | -10.5% | -4.9% | -5.6% | -10.3% |
| 3M | -27.3% | +1.4% | -28.7% | -28.8% |
| 6M | -43.0% | -7.0% | -36.0% | -43.8% |
| YTD | -17.9% | +84.8% | -102.7% | -36.1% |
| 1Y | +11.9% | +95.7% | -83.8% | -14.6% |
| 3Y | +201.8% | +2.0% | +199.8% | +165.0% |
| 5Y | -0.1% | +48.0% | -48.0% | -28.4% |
| 10Y | +72.7% | -38.3% | +111.1% | +15.4% |
| All | +255.2% | -38.1% | +293.3% | +65.9% |
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