+29.3%
EXC vs PTEN
-7.6%
+36.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.2% |
| 7D | +0.1% | -14.5% | +14.5% | -0.2% |
| 30D | +9.0% | -11.1% | +20.2% | +8.8% |
| 3M | +3.3% | -7.8% | +11.1% | +3.1% |
| 6M | +5.7% | -10.5% | +16.2% | +5.5% |
| YTD | +7.3% | +69.3% | -61.9% | +7.5% |
| 1Y | +2.9% | +70.5% | -67.6% | +3.0% |
| 3Y | +29.3% | -7.1% | +36.4% | +30.1% |
| All | +29.3% | -7.6% | +36.9% | +30.1% |
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