+1,229.9%
D vs PTEN
+1,479.0%
-249.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | +0.8% | -16.4% | +17.2% | +2.0% |
| 30D | +10.7% | -12.8% | +23.5% | +11.6% |
| 3M | +2.3% | +0.7% | +1.6% | +1.8% |
| 6M | +12.5% | -12.2% | +24.7% | +12.8% |
| YTD | +20.1% | +66.1% | -46.0% | +14.3% |
| 1Y | +15.6% | +69.2% | -53.7% | +9.7% |
| 3Y | +75.2% | -8.2% | +83.4% | +71.0% |
| 5Y | +14.6% | +19.2% | -4.6% | +6.9% |
| 10Y | +43.8% | -45.6% | +89.3% | +28.8% |
| All | +1,229.9% | +1,479.0% | -249.1% | +837.2% |
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