+271.9%
C vs PTEN
-3.6%
+275.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | +3.6% | +0.7% | +2.9% | +3.4% |
| 30D | +0.1% | +31.2% | -31.2% | -5.4% |
| 3M | +2.4% | +2.0% | +0.4% | +1.4% |
| 6M | +24.9% | +42.4% | -17.5% | +12.3% |
| YTD | +19.8% | +109.2% | -89.4% | -3.1% |
| 1Y | +44.9% | +122.3% | -77.4% | +13.8% |
| All | +271.9% | -3.6% | +275.5% | +245.0% |
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