-33.9%
ALK vs PTEN
+22.3%
-56.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +9.0% | -25.5% | +34.6% | +12.3% |
| 30D | -1.6% | -11.7% | +10.0% | -1.0% |
| 3M | -23.2% | -0.5% | -22.7% | -24.3% |
| 6M | -3.9% | -12.9% | +9.0% | -4.5% |
| YTD | -22.6% | +67.1% | -89.7% | -34.4% |
| 1Y | -5.3% | +70.5% | -75.9% | -20.3% |
| 3Y | +18.6% | -10.4% | +29.0% | +7.8% |
| All | -33.9% | +22.3% | -56.2% | -47.2% |
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 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