+9,942.0%
LOW vs PTEN
+1,927.4%
+8,014.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -2.0% |
| 7D | +0.4% | -1.0% | +1.4% | +0.5% |
| 30D | -10.1% | +29.3% | -39.4% | -12.8% |
| 3M | -2.9% | +7.2% | -10.1% | -4.3% |
| 6M | -19.4% | +43.5% | -62.9% | -23.8% |
| YTD | -15.4% | +113.2% | -128.7% | -23.7% |
| 1Y | -24.9% | +135.1% | -160.0% | -33.4% |
| 3Y | -7.8% | -4.8% | -3.0% | -11.4% |
| 5Y | +8.4% | +94.6% | -86.2% | -7.6% |
| 10Y | +226.8% | -24.2% | +251.0% | +171.5% |
| All | +9,942.0% | +1,927.4% | +8,014.6% | +6,504.2% |
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 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