+36.4%
EXPD vs PTEN
+66.5%
-30.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.7% |
| 7D | -5.5% | -16.4% | +11.0% | -4.5% |
| 30D | -1.9% | -12.8% | +10.9% | -1.3% |
| 3M | +6.1% | +0.7% | +5.4% | +5.8% |
| 6M | +21.6% | -12.2% | +33.8% | +22.6% |
| YTD | +27.9% | +66.1% | -38.2% | +16.6% |
| All | +36.4% | +66.5% | -30.1% | +24.4% |
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