+23.0%
C vs PTEN
+69.7%
-46.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | +0.3% |
| 7D | -0.4% | -14.5% | +14.1% | -0.9% |
| 30D | -5.2% | -11.1% | +6.0% | -5.6% |
| 3M | -9.1% | -7.8% | -1.3% | -9.3% |
| 6M | -1.6% | -10.5% | +8.9% | -1.6% |
| YTD | +6.9% | +69.3% | -62.3% | -3.6% |
| 1Y | +23.0% | +70.5% | -47.6% | +10.8% |
| All | +23.0% | +69.7% | -46.7% | +10.8% |
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 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