+9.5%
AGI vs PTEN
+148.3%
-138.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -2.7% | +3.5% | -6.2% | -2.4% |
| 30D | +7.2% | +17.5% | -10.3% | +9.1% |
| 3M | +4.3% | +12.7% | -8.5% | +6.2% |
| 6M | -27.1% | +33.1% | -60.2% | -25.5% |
| YTD | -6.6% | +116.4% | -123.0% | -7.0% |
| 1Y | +9.5% | +141.2% | -131.7% | +8.5% |
| All | +9.5% | +148.3% | -138.8% | +8.5% |
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