+93.1%
ALLE vs PTEN
+2.7%
+90.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +0.9% |
| 7D | +3.6% | +10.6% | -7.0% | +3.0% |
| 30D | +25.9% | -4.9% | +30.8% | +25.9% |
| 3M | +15.8% | +1.4% | +14.3% | +15.1% |
| 6M | +48.1% | -7.0% | +55.1% | +48.1% |
| YTD | +22.0% | +84.8% | -62.8% | +10.2% |
| 1Y | +18.0% | +95.7% | -77.6% | +5.7% |
| 3Y | +93.1% | +2.0% | +91.1% | +90.2% |
| All | +93.1% | +2.7% | +90.4% | +90.2% |
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 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