+1,025.5%
ATI vs PTEN
+87.9%
+937.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -5.6% | +3.5% | -9.1% | -6.5% |
| 30D | -13.7% | +17.5% | -31.3% | -17.6% |
| 3M | -0.4% | +12.7% | -13.1% | -4.5% |
| 6M | +26.2% | +33.1% | -6.9% | +12.4% |
| YTD | +73.2% | +116.4% | -43.2% | +31.8% |
| 1Y | +161.6% | +141.2% | +20.4% | +91.0% |
| 3Y | +346.2% | -3.8% | +350.0% | +304.2% |
| All | +1,025.5% | +87.9% | +937.7% | +701.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling