+25,435.0%
EXPD vs PTEN
+1,488.6%
+23,946.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -7.2% | -25.5% | +18.4% | -3.3% |
| 30D | -3.3% | -11.7% | +8.4% | -1.8% |
| 3M | +3.4% | -0.5% | +3.9% | +2.8% |
| 6M | +22.7% | -12.9% | +35.6% | +23.6% |
| YTD | +24.5% | +67.1% | -42.6% | +13.4% |
| 1Y | +38.6% | +70.5% | -31.9% | +25.6% |
| 3Y | +71.5% | -10.4% | +82.0% | +65.4% |
| 5Y | +56.2% | +23.7% | +32.6% | +36.7% |
| 10Y | +310.5% | -42.7% | +353.1% | +239.8% |
| All | +25,435.0% | +1,488.6% | +23,946.4% | +13,199.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling