-7.3%
ALLE vs PTEN
+135.2%
-142.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +0.9% |
| 7D | -0.2% | +0.7% | -0.9% | -0.1% |
| 30D | -6.8% | +31.2% | -38.0% | -4.5% |
| 3M | +21.0% | +2.0% | +19.0% | +23.4% |
| 6M | +1.1% | +42.4% | -41.3% | +0.4% |
| YTD | -0.5% | +109.2% | -109.7% | -3.9% |
| 1Y | -7.3% | +122.3% | -129.6% | -10.5% |
| All | -7.3% | +135.2% | -142.5% | -10.5% |
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