+311.9%
C vs PTEN
+1,889.0%
-1,577.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.6% |
| 3M | +2.4% | +2.0% | +0.4% | +0.5% |
| 6M | +24.9% | +42.4% | -17.5% | +11.7% |
| YTD | +19.8% | +109.2% | -89.4% | -2.6% |
| 1Y | +44.9% | +122.3% | -77.4% | +15.0% |
| 3Y | +263.0% | -5.6% | +268.5% | +240.0% |
| 5Y | +129.5% | +86.5% | +43.0% | +69.8% |
| 10Y | +291.6% | -22.1% | +313.7% | +185.9% |
| All | +311.9% | +1,889.0% | -1,577.1% | +132.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling