+2,885.9%
ALB vs PTEN
+2,156.7%
+729.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -4.2% |
| 7D | -8.1% | +0.7% | -8.8% | -8.2% |
| 30D | +6.3% | +31.2% | -25.0% | +0.1% |
| 3M | -23.6% | +2.0% | -25.6% | -24.6% |
| 6M | -24.6% | +42.4% | -67.0% | -31.3% |
| YTD | -10.3% | +109.2% | -119.5% | -25.0% |
| 1Y | +61.5% | +122.3% | -60.8% | +32.6% |
| 3Y | -34.0% | -5.6% | -28.4% | -36.5% |
| 5Y | -44.6% | +86.5% | -131.1% | -55.7% |
| 10Y | +76.1% | -22.1% | +98.2% | +38.6% |
| All | +2,885.9% | +2,156.7% | +729.2% | +1,737.2% |
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 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