+19.6%
KWEB vs PTEN
-15.7%
+35.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.1% | -1.3% |
| 7D | -4.3% | +2.8% | -7.1% | -4.7% |
| 30D | -13.0% | +17.6% | -30.6% | -14.9% |
| 3M | -7.6% | +8.2% | -15.7% | -9.1% |
| 6M | -21.1% | +38.1% | -59.2% | -25.5% |
| YTD | -28.2% | +117.3% | -145.5% | -36.4% |
| 1Y | -34.9% | +146.1% | -181.0% | -43.5% |
| 3Y | -0.8% | -3.0% | +2.3% | -5.1% |
| 5Y | -43.6% | +93.5% | -137.0% | -52.6% |
| 10Y | -21.7% | -16.8% | -4.9% | -35.4% |
| All | +19.6% | -15.7% | +35.3% | -10.6% |
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