+4.0%
NDAQ vs PTEN
+135.2%
-131.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.9% |
| 7D | -2.4% | +0.7% | -3.2% | -2.4% |
| 30D | +2.5% | +31.2% | -28.8% | +3.5% |
| 3M | +9.9% | +2.0% | +7.9% | +11.3% |
| 6M | +9.4% | +42.4% | -33.0% | +10.0% |
| YTD | +0.4% | +109.2% | -108.8% | +0.2% |
| 1Y | +4.0% | +122.3% | -118.3% | +2.2% |
| All | +4.0% | +135.2% | -131.2% | +2.2% |
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