+209.9%
ON vs PTEN
+33.4%
+176.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.3% |
| 7D | +2.4% | +0.7% | +1.7% | +2.1% |
| 30D | -3.3% | +31.2% | -34.5% | -11.5% |
| 3M | -43.6% | +2.0% | -45.6% | -44.7% |
| 6M | +19.0% | +42.4% | -23.5% | +3.7% |
| YTD | +37.4% | +109.2% | -71.8% | +5.7% |
| 1Y | +54.8% | +122.3% | -67.5% | +16.0% |
| 3Y | -25.2% | -5.6% | -19.6% | -30.3% |
| 5Y | +62.7% | +86.5% | -23.8% | +11.9% |
| 10Y | +574.3% | -22.1% | +596.5% | +343.0% |
| All | +209.9% | +33.4% | +176.6% | +32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling