+13.4%
AUR vs PTEN
+135.2%
-121.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.4% | +0.3% |
| 7D | +8.7% | +0.7% | +8.0% | +8.6% |
| 30D | -5.2% | +31.2% | -36.5% | -5.9% |
| 3M | -7.3% | +2.0% | -9.3% | -6.3% |
| 6M | +41.2% | +42.4% | -1.2% | +30.6% |
| YTD | +65.1% | +109.2% | -44.1% | +33.3% |
| 1Y | +13.4% | +122.3% | -108.9% | -12.7% |
| All | +13.4% | +135.2% | -121.8% | -12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling