+13.7%
AR vs PTEN
+79.8%
-66.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -9.4% | +3.1% | -3.0% |
| 7D | -11.1% | -15.5% | +4.4% | -6.0% |
| 30D | +7.9% | -7.8% | +15.7% | +10.6% |
| 3M | +4.9% | +6.4% | -1.5% | +1.9% |
| 6M | -5.3% | -11.9% | +6.6% | -1.9% |
| YTD | +8.6% | +79.4% | -70.8% | -11.6% |
| 1Y | +13.7% | +84.9% | -71.2% | -9.1% |
| All | +13.7% | +79.8% | -66.2% | -9.1% |
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