+198.7%
B vs PTEN
-1.7%
+200.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.5% |
| 7D | +2.3% | -1.0% | +3.3% | +2.3% |
| 30D | +1.4% | +29.3% | -27.9% | +0.3% |
| 3M | +12.2% | +7.2% | +5.0% | +12.0% |
| 6M | -2.1% | +43.5% | -45.7% | -5.4% |
| YTD | +2.9% | +113.2% | -110.3% | -4.9% |
| 1Y | +55.3% | +135.1% | -79.8% | +41.2% |
| 3Y | +198.7% | -4.8% | +203.5% | +200.2% |
| All | +198.7% | -1.7% | +200.4% | +200.2% |
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