+353.1%
M vs PTEN
+1,889.0%
-1,535.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.8% |
| 7D | +4.7% | +0.7% | +4.0% | +4.5% |
| 30D | -9.6% | +31.2% | -40.9% | -14.7% |
| 3M | +0.9% | +2.0% | -1.2% | -0.8% |
| 6M | +22.3% | +42.4% | -20.1% | +11.4% |
| YTD | +6.5% | +109.2% | -102.7% | -10.4% |
| 1Y | +38.8% | +122.3% | -83.5% | +14.7% |
| 3Y | +115.9% | -5.6% | +121.5% | +104.8% |
| 5Y | +28.6% | +86.5% | -57.9% | +2.7% |
| 10Y | -2.5% | -22.1% | +19.6% | -22.6% |
| All | +353.1% | +1,889.0% | -1,535.9% | +178.3% |
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 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