+67.9%
EXPD vs PTEN
-1.7%
+69.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.7% |
| 7D | -0.9% | -1.0% | +0.1% | -0.8% |
| 30D | +4.1% | +29.3% | -25.2% | +0.7% |
| 3M | +13.8% | +7.2% | +6.5% | +12.5% |
| 6M | +27.3% | +43.5% | -16.3% | +19.9% |
| YTD | +25.4% | +113.2% | -87.8% | +11.5% |
| 1Y | +54.4% | +135.1% | -80.7% | +34.1% |
| 3Y | +67.9% | -4.8% | +72.7% | +58.2% |
| All | +67.9% | -1.7% | +69.6% | +58.2% |
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