-20.2%
DOW vs PTEN
+2.7%
-23.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -1.5% |
| 7D | +5.2% | +10.6% | -5.4% | +1.0% |
| 30D | +13.2% | -4.9% | +18.1% | +14.5% |
| 3M | +10.1% | +1.4% | +8.6% | +8.0% |
| 6M | -13.1% | -7.0% | -6.0% | -12.5% |
| YTD | +46.1% | +84.8% | -38.7% | +10.8% |
| 1Y | +50.0% | +95.7% | -45.7% | +10.9% |
| 3Y | -20.2% | +2.0% | -22.2% | -32.3% |
| All | -20.2% | +2.7% | -23.0% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling