+311.3%
ARM vs PTEN
-10.8%
+322.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.8% | +3.3% |
| 7D | +11.4% | -1.0% | +12.4% | +11.6% |
| 30D | -7.4% | +29.3% | -36.7% | -13.8% |
| 3M | -24.5% | +7.2% | -31.7% | -26.7% |
| 6M | +128.7% | +43.5% | +85.1% | +97.6% |
| YTD | +139.3% | +113.2% | +26.0% | +79.0% |
| 1Y | +88.0% | +135.1% | -47.1% | +34.4% |
| All | +311.3% | -10.8% | +322.1% | +237.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling