+579.1%
AU vs PTEN
-3.7%
+582.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | -4.3% | +3.5% | -7.7% | -4.3% |
| 30D | +7.3% | +17.5% | -10.2% | +7.0% |
| 3M | +26.3% | +12.7% | +13.6% | +26.2% |
| 6M | +1.8% | +33.1% | -31.3% | -0.1% |
| YTD | +26.8% | +116.4% | -89.6% | +18.2% |
| 1Y | +66.7% | +141.2% | -74.5% | +53.1% |
| 3Y | +579.1% | -3.8% | +582.9% | +622.9% |
| All | +579.1% | -3.7% | +582.8% | +622.9% |
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