-71.4%
OPEN vs PTEN
+79.8%
-151.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -9.4% | +23.2% | +12.9% |
| 7D | +3.7% | -15.5% | +19.1% | +2.6% |
| 30D | -14.3% | -7.8% | -6.5% | -14.9% |
| 3M | -51.9% | +6.4% | -58.3% | -52.5% |
| 6M | -61.4% | -11.9% | -49.5% | -60.5% |
| YTD | -66.0% | +79.4% | -145.4% | -72.9% |
| 1Y | -71.4% | +84.9% | -156.3% | -77.4% |
| All | -71.4% | +79.8% | -151.2% | -77.4% |
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