+246.6%
PAAS vs PTEN
-1.7%
+248.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -0.9% |
| 7D | +2.0% | -1.0% | +3.0% | +2.1% |
| 30D | -0.1% | +29.3% | -29.4% | -3.4% |
| 3M | +8.2% | +7.2% | +1.0% | +6.8% |
| 6M | -13.8% | +43.5% | -57.3% | -20.5% |
| YTD | -0.6% | +113.2% | -113.9% | -16.1% |
| 1Y | +44.0% | +135.1% | -91.1% | +17.9% |
| 3Y | +246.6% | -4.8% | +251.4% | +253.4% |
| All | +246.6% | -1.7% | +248.3% | +253.4% |
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