+7.7%
AS vs PTEN
+66.5%
-58.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.8% | +3.0% |
| 7D | +5.8% | -16.4% | +22.3% | +1.4% |
| 30D | +15.4% | -12.8% | +28.2% | +12.0% |
| 3M | -11.9% | +0.7% | -12.6% | -10.6% |
| 6M | -9.9% | -12.2% | +2.3% | -10.8% |
| YTD | -13.1% | +66.1% | -79.2% | -9.6% |
| All | +7.7% | +66.5% | -58.8% | +13.2% |
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