+228.9%
ARM vs PTEN
-13.8%
+242.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.8% |
| 7D | -15.2% | -25.5% | +10.3% | -9.1% |
| 30D | -40.7% | -11.7% | -29.0% | -39.0% |
| 3M | -39.1% | -0.5% | -38.6% | -39.8% |
| 6M | -26.4% | -12.9% | -13.5% | -25.5% |
| YTD | +59.7% | +67.1% | -7.3% | +25.3% |
| 1Y | +10.3% | +70.5% | -60.2% | -14.4% |
| 3Y | +228.9% | -10.4% | +239.3% | +175.0% |
| All | +228.9% | -13.8% | +242.6% | +175.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling