+21.2%
OUST vs PTEN
+79.8%
-58.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | -9.4% | +25.1% | +16.5% |
| 7D | -0.2% | -15.5% | +15.3% | +1.5% |
| 30D | -24.0% | -7.8% | -16.2% | -23.7% |
| 3M | -29.9% | +6.4% | -36.3% | -31.4% |
| 6M | +19.1% | -11.9% | +31.0% | +21.3% |
| YTD | +55.0% | +79.4% | -24.4% | -0.6% |
| 1Y | +21.2% | +84.9% | -63.7% | -23.8% |
| All | +21.2% | +79.8% | -58.7% | -23.8% |
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