+54.4%
EXPD vs PTEN
+131.4%
-77.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.6% |
| 7D | -0.9% | -1.0% | +0.1% | -0.9% |
| 30D | +4.1% | +29.3% | -25.2% | +3.2% |
| 3M | +13.8% | +7.2% | +6.5% | +14.0% |
| 6M | +27.3% | +43.5% | -16.3% | +24.5% |
| YTD | +25.4% | +113.2% | -87.8% | +22.1% |
| 1Y | +54.4% | +135.1% | -80.7% | +47.1% |
| All | +54.4% | +131.4% | -77.0% | +47.1% |
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 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