+17.7%
ALLE vs PTEN
+79.8%
-62.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -9.4% | +11.1% | +0.7% |
| 7D | +6.7% | -15.5% | +22.1% | +4.8% |
| 30D | +25.4% | -7.8% | +33.2% | +24.4% |
| 3M | +16.9% | +6.4% | +10.5% | +18.1% |
| 6M | +46.6% | -11.9% | +58.4% | +47.9% |
| YTD | +22.4% | +79.4% | -57.0% | +9.2% |
| 1Y | +17.7% | +84.9% | -67.2% | +4.7% |
| All | +17.7% | +79.8% | -62.1% | +4.7% |
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