+20.6%
EXE vs PTEN
-3.4%
+23.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.2% | +2.8% | -5.0% | -2.8% |
| 30D | -0.8% | +17.6% | -18.4% | -4.3% |
| 3M | +10.0% | +8.2% | +1.9% | +7.4% |
| 6M | -6.3% | +38.1% | -44.4% | -13.7% |
| YTD | -10.7% | +117.3% | -128.0% | -25.9% |
| 1Y | +2.7% | +146.1% | -143.4% | -17.7% |
| All | +20.6% | -3.4% | +23.9% | +18.8% |
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