+87.7%
ARM vs PTEN
+135.1%
-47.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +1.0% |
| 7D | +12.5% | -1.7% | +14.2% | +12.6% |
| 30D | -1.4% | +18.6% | -19.9% | -2.0% |
| 3M | -18.7% | +12.5% | -31.1% | -18.7% |
| 6M | +124.6% | +41.9% | +82.8% | +106.0% |
| YTD | +141.7% | +117.8% | +23.9% | +90.4% |
| 1Y | +87.7% | +145.3% | -57.7% | +37.5% |
| All | +87.7% | +135.1% | -47.4% | +37.5% |
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