-17.6%
INFQ vs PTEN
+57.8%
-75.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.2% |
| 7D | +0.4% | +0.7% | -0.3% | +0.6% |
| 30D | +18.4% | +31.2% | -12.8% | +29.2% |
| 3M | -24.2% | +2.0% | -26.2% | -28.5% |
| 6M | +8.9% | +42.4% | -33.5% | +14.7% |
| All | -17.6% | +57.8% | -75.4% | -14.7% |
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