+116.3%
M vs PTEN
-1.7%
+118.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.9% | -4.5% | -3.0% |
| 7D | +2.4% | -1.0% | +3.4% | +2.5% |
| 30D | -11.6% | +29.3% | -40.9% | -16.5% |
| 3M | +1.6% | +7.2% | -5.6% | -0.5% |
| 6M | +25.2% | +43.5% | -18.3% | +11.7% |
| YTD | +3.8% | +113.2% | -109.5% | -17.9% |
| 1Y | +36.3% | +135.1% | -98.7% | +3.7% |
| 3Y | +116.3% | -4.8% | +121.2% | +80.3% |
| All | +116.3% | -1.7% | +118.0% | +80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling