+1,121.6%
ATI vs PTEN
+169.4%
+952.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -2.4% |
| 7D | +3.2% | -1.0% | +4.2% | +3.5% |
| 30D | -9.0% | +29.3% | -38.3% | -18.8% |
| 3M | +15.1% | +7.2% | +7.9% | +9.3% |
| 6M | +38.1% | +43.5% | -5.4% | +12.3% |
| YTD | +80.7% | +113.2% | -32.6% | +23.6% |
| 1Y | +167.5% | +135.1% | +32.4% | +73.7% |
| 3Y | +366.0% | -4.8% | +370.8% | +312.2% |
| 5Y | +1,088.8% | +94.6% | +994.2% | +569.4% |
| 10Y | +1,055.0% | -24.2% | +1,079.2% | +581.8% |
| All | +1,121.6% | +169.4% | +952.2% | +442.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling