+17.5%
P vs PTEN
+79.8%
-62.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -9.4% | +4.4% | -3.6% |
| 7D | -19.4% | -15.5% | -3.9% | -17.1% |
| 30D | -22.3% | -7.8% | -14.5% | -21.0% |
| 3M | +33.2% | +6.4% | +26.8% | +32.2% |
| 6M | +53.6% | -11.9% | +65.5% | +54.8% |
| YTD | +66.8% | +79.4% | -12.6% | +70.2% |
| 1Y | +17.5% | +84.9% | -67.4% | +25.3% |
| All | +17.5% | +79.8% | -62.3% | +25.3% |
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 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