+43.6%
DE vs PTEN
+148.3%
-104.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -2.6% | +3.5% | -6.0% | -2.7% |
| 30D | +9.0% | +17.5% | -8.5% | +8.7% |
| 3M | +19.1% | +12.7% | +6.4% | +20.0% |
| 6M | +14.4% | +33.1% | -18.7% | +11.4% |
| YTD | +45.9% | +116.4% | -70.5% | +31.4% |
| 1Y | +43.6% | +141.2% | -97.6% | +28.6% |
| All | +43.6% | +148.3% | -104.7% | +28.6% |
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 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