+8.8%
AWK vs PTEN
-3.4%
+12.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.4% |
| 7D | -0.7% | +2.8% | -3.5% | -0.6% |
| 30D | +2.8% | +17.6% | -14.8% | +3.4% |
| 3M | +11.3% | +8.2% | +3.1% | +11.8% |
| 6M | +6.7% | +38.1% | -31.4% | +8.1% |
| YTD | +9.4% | +117.3% | -107.9% | +11.9% |
| 1Y | +3.7% | +146.1% | -142.4% | +6.5% |
| All | +8.8% | -3.4% | +12.2% | +17.8% |
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