+3,310.6%
AON vs PTEN
+1,970.6%
+1,340.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -3.7% |
| 7D | -7.9% | -1.7% | -6.2% | -7.8% |
| 30D | -14.6% | +18.6% | -33.2% | -16.1% |
| 3M | -7.9% | +12.5% | -20.4% | -9.4% |
| 6M | -8.0% | +41.9% | -49.9% | -11.9% |
| YTD | -13.2% | +117.8% | -131.0% | -20.5% |
| 1Y | -16.4% | +145.3% | -161.7% | -24.6% |
| 3Y | -6.7% | -2.8% | -3.9% | -9.8% |
| 5Y | +8.0% | +93.4% | -85.4% | -6.0% |
| 10Y | +205.6% | -16.6% | +222.2% | +156.9% |
| All | +3,310.6% | +1,970.6% | +1,340.0% | +2,312.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling