+59.2%
ALB vs PTEN
+148.3%
-89.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.4% |
| 7D | -6.6% | +3.5% | -10.1% | -7.1% |
| 30D | -8.1% | +17.5% | -25.7% | -10.2% |
| 3M | -25.7% | +12.7% | -38.4% | -27.0% |
| 6M | -29.5% | +33.1% | -62.5% | -33.9% |
| YTD | -16.2% | +116.4% | -132.7% | -28.8% |
| 1Y | +59.2% | +141.2% | -81.9% | +27.2% |
| All | +59.2% | +148.3% | -89.1% | +27.2% |
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