+17.0%
AR vs PTEN
+148.3%
-131.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -2.5% | +3.5% | -5.9% | -3.6% |
| 30D | +2.5% | +17.5% | -15.0% | -3.6% |
| 3M | +12.3% | +12.7% | -0.4% | +6.8% |
| 6M | -3.1% | +33.1% | -36.2% | -13.7% |
| YTD | +11.5% | +116.4% | -104.9% | -18.2% |
| 1Y | +17.0% | +141.2% | -124.1% | -19.5% |
| All | +17.0% | +148.3% | -131.3% | -19.5% |
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