+5.0%
ALK vs PTEN
-2.0%
+7.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.6% | +1.6% |
| 7D | -0.7% | +0.7% | -1.4% | -0.7% |
| 30D | -19.2% | +31.2% | -50.5% | -21.5% |
| 3M | -1.5% | +2.0% | -3.6% | -1.7% |
| 6M | -13.1% | +42.4% | -55.5% | -21.1% |
| YTD | -16.4% | +109.2% | -125.6% | -32.2% |
| 1Y | -33.1% | +122.3% | -155.4% | -47.1% |
| All | +5.0% | -2.0% | +7.1% | -14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling