-21.9%
AS vs PTEN
+135.2%
-157.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.4% |
| 7D | -4.9% | +0.7% | -5.6% | -4.7% |
| 30D | -19.6% | +31.2% | -50.8% | -15.2% |
| 3M | -14.4% | +2.0% | -16.4% | -12.7% |
| 6M | -20.1% | +42.4% | -62.5% | -17.9% |
| YTD | -20.9% | +109.2% | -130.1% | -20.3% |
| 1Y | -21.9% | +122.3% | -144.2% | -22.3% |
| All | -21.9% | +135.2% | -157.1% | -22.3% |
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