-21.7%
ONON vs PTEN
+80.0%
-101.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.1% |
| 7D | -2.1% | +3.5% | -5.5% | -2.6% |
| 30D | -11.6% | +17.5% | -29.1% | -14.0% |
| 3M | -30.1% | +12.7% | -42.8% | -31.9% |
| 6M | -30.5% | +33.1% | -63.6% | -35.4% |
| YTD | -41.0% | +116.4% | -157.5% | -50.6% |
| 1Y | -36.7% | +141.2% | -177.9% | -48.7% |
| 3Y | -8.6% | -3.8% | -4.8% | -13.8% |
| All | -21.7% | +80.0% | -101.7% | -37.5% |
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