+2,234.3%
ALM vs PTEN
-3.1%
+2,237.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.3% | -4.4% |
| 7D | +3.6% | -1.7% | +5.3% | +3.8% |
| 30D | +33.8% | +18.6% | +15.2% | +31.0% |
| 3M | +14.8% | +12.5% | +2.3% | +12.7% |
| 6M | -7.0% | +41.9% | -48.8% | -13.0% |
| YTD | +108.1% | +117.8% | -9.7% | +81.8% |
| 1Y | +313.8% | +145.3% | +168.5% | +252.0% |
| All | +2,234.3% | -3.1% | +2,237.4% | +1,964.0% |
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