+48.4%
PCOR vs PTEN
-2.4%
+50.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +1.0% |
| 7D | +2.5% | -2.2% | +4.7% | +2.9% |
| 30D | +37.9% | -8.0% | +45.9% | +38.5% |
| 3M | +32.0% | -5.0% | +37.0% | +30.7% |
| 6M | +54.7% | -10.6% | +65.4% | +54.2% |
| YTD | +6.6% | +75.5% | -68.9% | -16.0% |
| 1Y | -1.7% | +70.2% | -71.8% | -22.0% |
| All | +48.4% | -2.4% | +50.8% | +38.6% |
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