+154.5%
M vs PTEN
-9.2%
+163.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.6% | +8.7% | +8.2% |
| 7D | +2.5% | -16.4% | +19.0% | +5.6% |
| 30D | +10.1% | -12.8% | +22.9% | +11.9% |
| 3M | -0.9% | +0.7% | -1.6% | -3.1% |
| 6M | +30.2% | -12.2% | +42.4% | +30.1% |
| YTD | +16.3% | +66.1% | -49.8% | -6.1% |
| 1Y | +27.0% | +69.2% | -42.3% | +1.5% |
| 3Y | +154.5% | -8.2% | +162.7% | +145.3% |
| All | +154.5% | -9.2% | +163.7% | +145.3% |
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