+123.4%
AS vs PTEN
+10.5%
+113.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.1% |
| 7D | -4.9% | +10.6% | -15.4% | -5.8% |
| 30D | +3.9% | -4.9% | +8.8% | +3.9% |
| 3M | -9.6% | +1.4% | -11.0% | -10.6% |
| 6M | -8.7% | -7.0% | -1.6% | -9.0% |
| YTD | -19.8% | +84.8% | -104.6% | -34.4% |
| 1Y | -1.5% | +95.7% | -97.2% | -21.1% |
| All | +123.4% | +10.5% | +113.0% | +99.8% |
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