+11.4%
B vs PTEN
+75.7%
-64.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -0.9% |
| 7D | -2.7% | -2.2% | -0.5% | -2.9% |
| 30D | -4.3% | -8.0% | +3.7% | -5.4% |
| 3M | -2.3% | -5.0% | +2.7% | -2.6% |
| 6M | -16.2% | -10.6% | -5.6% | -16.4% |
| YTD | -8.8% | +75.5% | -84.3% | -10.1% |
| 1Y | +11.4% | +70.2% | -58.8% | +10.1% |
| All | +11.4% | +75.7% | -64.3% | +10.1% |
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