+21.8%
DOW vs PTEN
+148.3%
-126.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | -1.4% | +3.5% | -4.9% | -2.9% |
| 30D | -3.9% | +17.5% | -21.5% | -10.9% |
| 3M | -12.7% | +12.7% | -25.4% | -18.1% |
| 6M | -13.7% | +33.1% | -46.8% | -24.9% |
| YTD | +28.4% | +116.4% | -88.1% | -10.2% |
| 1Y | +21.8% | +141.2% | -119.4% | -19.2% |
| All | +21.8% | +148.3% | -126.6% | -19.2% |
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 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