+266.8%
C vs PTEN
+1,479.0%
-1,212.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.6% |
| 7D | -0.9% | -16.4% | +15.5% | +3.1% |
| 30D | -5.4% | -12.8% | +7.4% | -3.0% |
| 3M | -9.2% | +0.7% | -9.9% | -10.5% |
| 6M | -1.8% | -12.2% | +10.4% | -1.3% |
| YTD | +6.7% | +66.1% | -59.4% | -9.2% |
| 1Y | +23.5% | +69.2% | -45.7% | +4.4% |
| 3Y | +219.8% | -8.2% | +228.0% | +200.1% |
| 5Y | +112.4% | +19.2% | +93.2% | +74.2% |
| 10Y | +220.1% | -45.6% | +265.6% | +152.6% |
| All | +266.8% | +1,479.0% | -1,212.2% | +116.7% |
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