+678.6%
AU vs PTEN
+87.9%
+590.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -4.3% | +3.5% | -7.7% | -4.6% |
| 30D | +7.3% | +17.5% | -10.2% | +5.6% |
| 3M | +26.3% | +12.7% | +13.6% | +24.4% |
| 6M | +1.8% | +33.1% | -31.3% | -2.9% |
| YTD | +26.8% | +116.4% | -89.6% | +12.5% |
| 1Y | +66.7% | +141.2% | -74.5% | +44.8% |
| 3Y | +579.1% | -3.8% | +582.9% | +565.3% |
| All | +678.6% | +87.9% | +590.8% | +673.9% |
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 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