+61.9%
D vs PTEN
-1.7%
+63.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.4% | +0.5% |
| 7D | +0.8% | -1.0% | +1.8% | +0.8% |
| 30D | -0.7% | +29.3% | -30.0% | -1.9% |
| 3M | +2.1% | +7.2% | -5.1% | +1.6% |
| 6M | +6.8% | +43.5% | -36.7% | +4.5% |
| YTD | +16.5% | +113.2% | -96.7% | +11.2% |
| 1Y | +19.2% | +135.1% | -115.9% | +12.6% |
| 3Y | +61.9% | -4.8% | +66.7% | +69.8% |
| All | +61.9% | -1.7% | +63.6% | +69.8% |
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 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