+1,183.1%
D vs PTEN
+1,889.0%
-705.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.4% |
| 7D | +1.5% | +0.7% | +0.7% | +1.4% |
| 30D | -2.6% | +31.2% | -33.8% | -4.7% |
| 3M | 0.0% | +2.0% | -2.0% | -0.5% |
| 6M | +7.4% | +42.4% | -35.1% | +3.8% |
| YTD | +15.9% | +109.2% | -93.3% | +8.7% |
| 1Y | +18.1% | +122.3% | -104.2% | +10.0% |
| 3Y | +58.4% | -5.6% | +63.9% | +54.7% |
| 5Y | +5.2% | +86.5% | -81.3% | -5.0% |
| 10Y | +35.9% | -22.1% | +58.0% | +18.4% |
| All | +1,183.1% | +1,889.0% | -705.8% | +791.6% |
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