+29.2%
DOW vs PTEN
+135.2%
-106.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.6% |
| 7D | -2.4% | +0.7% | -3.1% | -2.7% |
| 30D | +0.4% | +31.2% | -30.9% | -11.5% |
| 3M | -14.4% | +2.0% | -16.4% | -16.0% |
| 6M | -7.0% | +42.4% | -49.4% | -21.0% |
| YTD | +30.2% | +109.2% | -79.0% | -7.0% |
| 1Y | +29.2% | +122.3% | -93.1% | -11.0% |
| All | +29.2% | +135.2% | -106.0% | -11.0% |
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