+673.8%
OUST vs PTEN
-0.1%
+673.9%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.4% | -6.6% | -5.2% |
| 7D | +19.9% | +7.2% | +12.7% | +16.6% |
| 30D | +3.6% | -7.4% | +11.0% | +5.3% |
| 3M | -20.6% | -2.4% | -18.2% | -21.9% |
| 6M | +35.1% | -10.0% | +45.1% | +35.1% |
| YTD | +69.1% | +79.7% | -10.6% | +13.2% |
| 1Y | +49.9% | +86.5% | -36.6% | -1.6% |
| All | +673.8% | -0.1% | +673.9% | +676.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling