+124.7%
PENG vs PTEN
+79.8%
+44.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -9.4% | +0.3% | -7.3% |
| 7D | -20.5% | -15.5% | -5.0% | -17.9% |
| 30D | -20.4% | -7.8% | -12.6% | -18.9% |
| 3M | -16.4% | +6.4% | -22.8% | -17.4% |
| 6M | +49.2% | -11.9% | +61.1% | +49.7% |
| YTD | +147.2% | +79.4% | +67.8% | +86.7% |
| 1Y | +124.7% | +84.9% | +39.8% | +68.3% |
| All | +124.7% | +79.8% | +44.8% | +68.3% |
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