+15.5%
MSCI vs PTEN
+69.7%
-54.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.7% |
| 7D | +2.7% | -14.5% | +17.1% | +1.5% |
| 30D | +16.2% | -11.1% | +27.4% | +15.2% |
| 3M | +17.1% | -7.8% | +24.9% | +16.1% |
| 6M | +13.0% | -10.5% | +23.5% | +13.3% |
| YTD | +15.8% | +69.3% | -53.5% | +14.7% |
| 1Y | +15.5% | +70.5% | -55.0% | +14.1% |
| All | +15.5% | +69.7% | -54.2% | +14.1% |
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