+28.7%
O vs PTEN
-3.1%
+31.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -1.5% |
| 7D | -2.3% | -1.7% | -0.6% | -2.2% |
| 30D | -2.4% | +18.6% | -21.0% | -2.9% |
| 3M | -0.6% | +12.5% | -13.0% | -1.0% |
| 6M | -5.0% | +41.9% | -46.9% | -6.6% |
| YTD | +10.4% | +117.8% | -107.4% | +6.0% |
| 1Y | +6.6% | +145.3% | -138.8% | +1.7% |
| All | +28.7% | -3.1% | +31.9% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling