+64.8%
ALLY vs PTEN
-9.2%
+74.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -0.2% | -16.4% | +16.2% | +2.6% |
| 30D | +3.4% | -12.8% | +16.3% | +5.1% |
| 3M | -11.1% | +0.7% | -11.8% | -12.6% |
| 6M | -11.5% | -12.2% | +0.7% | -11.5% |
| YTD | -12.3% | +66.1% | -78.4% | -29.2% |
| 1Y | +1.1% | +69.2% | -68.1% | -19.2% |
| 3Y | +64.8% | -8.2% | +73.0% | +55.2% |
| All | +64.8% | -9.2% | +74.0% | +55.2% |
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