-8.2%
IR vs PTEN
+145.3%
-153.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.2% | -1.9% |
| 7D | -1.9% | -1.7% | -0.2% | -2.0% |
| 30D | -15.0% | +18.6% | -33.6% | -14.1% |
| 3M | -0.4% | +12.5% | -12.9% | +1.2% |
| 6M | -15.0% | +41.9% | -56.9% | -17.0% |
| YTD | -7.1% | +117.8% | -124.8% | -16.2% |
| All | -8.2% | +145.3% | -153.5% | -17.9% |
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