-35.3%
KEEL vs PTEN
+87.9%
-123.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +3.9% |
| 7D | +2.9% | +3.5% | -0.6% | +1.7% |
| 30D | +0.8% | +17.5% | -16.7% | -5.1% |
| 3M | -35.3% | +12.7% | -48.1% | -39.1% |
| 6M | +59.4% | +33.1% | +26.3% | +35.8% |
| YTD | +51.9% | +116.4% | -64.5% | +5.6% |
| 1Y | +75.0% | +141.2% | -66.2% | +15.8% |
| 3Y | +224.5% | -3.8% | +228.3% | +184.9% |
| All | -35.3% | +87.9% | -123.2% | -62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling