+14.5%
NET vs PTEN
+79.8%
-65.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.4% | +6.8% | -1.0% |
| 7D | -16.4% | -15.5% | -0.9% | -14.1% |
| 30D | -25.8% | -7.8% | -18.1% | -25.0% |
| 3M | -11.5% | +6.4% | -17.9% | -13.3% |
| 6M | +18.9% | -11.9% | +30.8% | +19.8% |
| YTD | +35.2% | +79.4% | -44.2% | +16.5% |
| 1Y | +14.5% | +84.9% | -70.5% | -3.0% |
| All | +14.5% | +79.8% | -65.4% | -3.0% |
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