-45.1%
INFQ vs PTEN
+35.3%
-80.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.4% | +10.8% | -0.2% |
| 7D | -11.1% | -15.5% | +4.4% | -13.3% |
| 30D | -32.4% | -7.8% | -24.6% | -32.7% |
| 3M | -25.3% | +6.4% | -31.7% | -21.8% |
| 6M | -30.3% | -11.9% | -18.4% | -35.2% |
| All | -45.1% | +35.3% | -80.4% | -44.3% |
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