-24.2%
AR vs PTEN
-28.9%
+4.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.2% |
| 7D | +2.5% | +0.7% | +1.8% | +2.0% |
| 30D | +14.8% | +31.2% | -16.4% | -0.8% |
| 3M | +6.2% | +2.0% | +4.2% | +3.0% |
| 6M | +4.3% | +42.4% | -38.1% | -16.0% |
| YTD | +14.4% | +109.2% | -94.8% | -25.1% |
| 1Y | +21.3% | +122.3% | -101.0% | -23.9% |
| 3Y | +39.8% | -5.6% | +45.4% | +26.6% |
| 5Y | +142.1% | +86.5% | +55.6% | +41.4% |
| 10Y | +52.0% | -22.1% | +74.2% | -4.2% |
| All | -24.2% | -28.9% | +4.7% | -52.9% |
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