+271.9%
ASX vs PTEN
+135.1%
+136.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.4% | +3.4% |
| 7D | +11.1% | -1.7% | +12.8% | +11.2% |
| 30D | +9.6% | +18.6% | -9.0% | +8.4% |
| 3M | +18.6% | +12.5% | +6.2% | +17.8% |
| 6M | +92.1% | +41.9% | +50.3% | +82.7% |
| YTD | +158.5% | +117.8% | +40.7% | +122.6% |
| 1Y | +271.9% | +145.3% | +126.6% | +208.2% |
| All | +271.9% | +135.1% | +136.8% | +208.2% |
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