-3.3%
ONDS vs PTEN
+88.6%
-91.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -5.0% | +2.8% | -7.8% | -5.8% |
| 30D | -25.6% | +17.6% | -43.1% | -29.2% |
| 3M | -22.1% | +8.2% | -30.3% | -24.9% |
| 6M | -27.6% | +38.1% | -65.7% | -36.6% |
| YTD | -25.7% | +117.3% | -143.0% | -43.8% |
| 1Y | +30.4% | +146.1% | -115.7% | -4.7% |
| 3Y | +695.0% | -3.0% | +698.0% | +603.5% |
| All | -3.3% | +88.6% | -91.9% | -34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling