+109.5%
PENG vs PTEN
+135.2%
-25.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.0% | +7.5% | +6.6% |
| 7D | +4.5% | +0.7% | +3.8% | +4.3% |
| 30D | -7.1% | +31.2% | -38.3% | -12.7% |
| 3M | -27.3% | +2.0% | -29.3% | -28.7% |
| 6M | +169.6% | +42.4% | +127.2% | +138.5% |
| YTD | +164.6% | +109.2% | +55.4% | +102.6% |
| 1Y | +109.5% | +122.3% | -12.8% | +52.8% |
| All | +109.5% | +135.2% | -25.7% | +52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling