+47.9%
DE vs PTEN
+135.2%
-87.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | +10.0% | +0.7% | +9.3% | +10.0% |
| 30D | +13.3% | +31.2% | -17.9% | +12.6% |
| 3M | +17.5% | +2.0% | +15.5% | +19.1% |
| 6M | +13.6% | +42.4% | -28.8% | +8.3% |
| YTD | +49.8% | +109.2% | -59.4% | +34.8% |
| 1Y | +47.9% | +122.3% | -74.4% | +32.7% |
| All | +47.9% | +135.2% | -87.3% | +32.7% |
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 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