+371.4%
ASX vs PTEN
-9.2%
+380.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.6% | +9.2% | +8.8% |
| 7D | -12.3% | -16.4% | +4.2% | -8.8% |
| 30D | -26.0% | -12.8% | -13.2% | -23.9% |
| 3M | -8.1% | +0.7% | -8.8% | -8.7% |
| 6M | +1.4% | -12.2% | +13.6% | +2.9% |
| YTD | +115.6% | +66.1% | +49.5% | +82.0% |
| 1Y | +128.0% | +69.2% | +58.8% | +90.9% |
| 3Y | +371.4% | -8.2% | +379.6% | +345.2% |
| All | +371.4% | -9.2% | +380.6% | +345.2% |
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 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