+38.7%
EXPE vs PTEN
+135.2%
-96.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.6% | -1.9% |
| 7D | -9.5% | +0.7% | -10.2% | -9.4% |
| 30D | -6.6% | +31.2% | -37.9% | -1.7% |
| 3M | +31.4% | +2.0% | +29.4% | +35.8% |
| 6M | +35.2% | +42.4% | -7.2% | +39.8% |
| YTD | +5.8% | +109.2% | -103.4% | +7.0% |
| 1Y | +38.7% | +122.3% | -83.6% | +35.9% |
| All | +38.7% | +135.2% | -96.5% | +35.9% |
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