+294.5%
KEEL vs PTEN
+82.4%
+212.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +3.9% |
| 7D | +2.9% | +3.5% | -0.6% | +2.1% |
| 30D | +0.8% | +17.5% | -16.7% | -2.9% |
| 3M | -35.3% | +12.7% | -48.1% | -37.7% |
| 6M | +59.4% | +33.1% | +26.3% | +44.9% |
| YTD | +51.9% | +116.4% | -64.5% | +22.7% |
| 1Y | +75.0% | +141.2% | -66.2% | +37.6% |
| 3Y | +224.5% | -3.8% | +228.3% | +200.5% |
| 5Y | -35.9% | +92.7% | -128.6% | -47.4% |
| All | +294.5% | +82.4% | +212.0% | +265.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling