+5,263.7%
AGI vs PTEN
+14.5%
+5,249.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.4% |
| 7D | -5.4% | +2.8% | -8.1% | -5.8% |
| 30D | +6.6% | +17.6% | -10.9% | +3.7% |
| 3M | +8.2% | +8.2% | 0.0% | +5.7% |
| 6M | -29.3% | +38.1% | -67.4% | -34.6% |
| YTD | -7.4% | +117.3% | -124.6% | -20.9% |
| 1Y | +7.9% | +146.1% | -138.2% | -10.4% |
| 3Y | +206.2% | -3.0% | +209.3% | +187.3% |
| 5Y | +397.6% | +93.5% | +304.2% | +289.0% |
| 10Y | +383.4% | -16.8% | +400.2% | +260.1% |
| All | +5,263.7% | +14.5% | +5,249.2% | +2,453.4% |
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