+38.8%
M vs PTEN
+135.2%
-96.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.6% |
| 7D | +4.7% | +0.7% | +4.0% | +4.7% |
| 30D | -9.6% | +31.2% | -40.9% | -10.1% |
| 3M | +0.9% | +2.0% | -1.2% | +2.0% |
| 6M | +22.3% | +42.4% | -20.1% | +16.2% |
| YTD | +6.5% | +109.2% | -102.7% | -7.8% |
| 1Y | +38.8% | +122.3% | -83.5% | +15.6% |
| All | +38.8% | +135.2% | -96.4% | +15.6% |
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 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