+224.2%
PAAS vs PTEN
-9.2%
+233.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +2.9% |
| 7D | +8.8% | -16.4% | +25.3% | +10.6% |
| 30D | -8.5% | -12.8% | +4.4% | -7.8% |
| 3M | -17.0% | +0.7% | -17.7% | -18.0% |
| 6M | -27.9% | -12.2% | -15.7% | -27.8% |
| YTD | -17.5% | +66.1% | -83.5% | -28.6% |
| 1Y | +22.8% | +69.2% | -46.4% | +5.5% |
| 3Y | +224.2% | -8.2% | +232.4% | +219.9% |
| All | +224.2% | -9.2% | +233.5% | +219.9% |
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