+170.2%
PENG vs PTEN
-13.8%
+184.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.3% | +12.7% | +12.5% |
| 7D | -19.4% | -25.5% | +6.1% | -12.3% |
| 30D | -42.4% | -11.7% | -30.7% | -40.1% |
| 3M | -25.6% | -0.5% | -25.1% | -26.0% |
| 6M | +7.3% | -12.9% | +20.2% | +10.4% |
| YTD | +113.9% | +67.1% | +46.8% | +76.2% |
| 1Y | +93.6% | +70.5% | +23.0% | +58.1% |
| 3Y | +170.2% | -10.4% | +180.7% | +142.1% |
| All | +170.2% | -13.8% | +184.0% | +142.1% |
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