+20.3%
ARM vs PTEN
+66.5%
-46.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.6% | +7.3% | +6.7% |
| 7D | -5.3% | -16.4% | +11.1% | -5.5% |
| 30D | -30.0% | -12.8% | -17.2% | -29.8% |
| 3M | -34.1% | +0.7% | -34.8% | -33.3% |
| 6M | -12.6% | -12.2% | -0.5% | -11.9% |
| YTD | +70.4% | +66.1% | +4.4% | +40.7% |
| All | +20.3% | +66.5% | -46.2% | -0.6% |
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 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