+38.7%
MOD vs PTEN
+131.4%
-92.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.4% |
| 7D | +6.3% | -1.0% | +7.3% | +6.4% |
| 30D | -1.7% | +29.3% | -31.0% | -4.9% |
| 3M | -30.1% | +7.2% | -37.3% | -31.7% |
| 6M | +2.7% | +43.5% | -40.8% | -8.1% |
| YTD | +44.1% | +113.2% | -69.2% | +13.8% |
| 1Y | +38.7% | +135.1% | -96.3% | +6.2% |
| All | +38.7% | +131.4% | -92.6% | +6.2% |
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