+16.0%
D vs PTEN
+75.7%
-59.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.1% | -0.3% |
| 7D | -2.4% | -2.2% | -0.3% | -2.5% |
| 30D | +9.0% | -8.0% | +17.0% | +8.5% |
| 3M | +1.0% | -5.0% | +6.0% | +0.6% |
| 6M | +11.0% | -10.6% | +21.6% | +10.6% |
| YTD | +19.8% | +75.5% | -55.7% | +20.4% |
| 1Y | +16.0% | +70.2% | -54.2% | +16.4% |
| All | +16.0% | +75.7% | -59.7% | +16.4% |
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