+207.9%
PDD vs PTEN
-0.7%
+208.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.8% |
| 7D | -4.1% | +0.7% | -4.8% | -4.1% |
| 30D | -9.6% | +31.2% | -40.8% | -12.0% |
| 3M | -4.3% | +2.0% | -6.3% | -4.9% |
| 6M | -18.8% | +42.4% | -61.2% | -22.4% |
| YTD | -27.5% | +109.2% | -136.7% | -33.6% |
| 1Y | -33.6% | +122.3% | -155.9% | -39.8% |
| 3Y | -20.4% | -5.6% | -14.8% | -23.0% |
| 5Y | -19.6% | +86.5% | -106.1% | -27.6% |
| All | +207.9% | -0.7% | +208.6% | +239.5% |
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