+17.4%
AGI vs PTEN
+135.2%
-117.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -2.0% |
| 7D | +0.6% | +0.7% | -0.1% | +0.7% |
| 30D | +18.2% | +31.2% | -13.0% | +21.8% |
| 3M | -4.1% | +2.0% | -6.2% | -3.1% |
| 6M | -28.7% | +42.4% | -71.1% | -28.0% |
| YTD | -4.0% | +109.2% | -113.2% | -4.2% |
| 1Y | +17.4% | +122.3% | -104.9% | +15.9% |
| All | +17.4% | +135.2% | -117.8% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling