+53.1%
AIG vs PTEN
+87.9%
-34.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -1.2% | +3.5% | -4.6% | -1.7% |
| 30D | -1.1% | +17.5% | -18.6% | -3.7% |
| 3M | +0.7% | +12.7% | -12.1% | -1.9% |
| 6M | -2.2% | +33.1% | -35.3% | -8.3% |
| YTD | -10.8% | +116.4% | -127.3% | -23.8% |
| 1Y | -2.0% | +141.2% | -143.2% | -18.6% |
| 3Y | +34.8% | -3.8% | +38.6% | +29.1% |
| All | +53.1% | +87.9% | -34.7% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling