+2,439.3%
MAR vs PTEN
+226.8%
+2,212.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.7% |
| 7D | -1.7% | -1.0% | -0.7% | -1.6% |
| 30D | -6.9% | +29.3% | -36.2% | -11.8% |
| 3M | -15.8% | +7.2% | -23.1% | -18.0% |
| 6M | +1.9% | +43.5% | -41.6% | -7.4% |
| YTD | +6.6% | +113.2% | -106.6% | -11.0% |
| 1Y | +23.7% | +135.1% | -111.4% | +0.5% |
| 3Y | +64.6% | -4.8% | +69.4% | +54.2% |
| 5Y | +156.4% | +94.6% | +61.7% | +94.7% |
| 10Y | +415.4% | -24.2% | +439.6% | +283.0% |
| All | +2,439.3% | +226.8% | +2,212.5% | +1,221.6% |
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 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