+1,269.9%
PAAS vs PTEN
+1,485.8%
-215.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | -2.9% | +0.7% | -3.6% | -3.1% |
| 30D | +6.8% | +31.2% | -24.4% | +1.1% |
| 3M | -2.9% | +2.0% | -4.9% | -4.2% |
| 6M | -16.4% | +42.4% | -58.8% | -23.9% |
| YTD | 0.0% | +109.2% | -109.2% | -15.8% |
| 1Y | +54.3% | +122.3% | -68.0% | +27.5% |
| 3Y | +230.7% | -5.6% | +236.2% | +211.9% |
| 5Y | +111.6% | +86.5% | +25.1% | +65.5% |
| 10Y | +211.7% | -22.1% | +233.8% | +130.0% |
| All | +1,269.9% | +1,485.8% | -215.9% | +615.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling