+2,350.1%
PG vs PTEN
+1,957.8%
+392.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | -0.8% | +3.5% | -4.3% | -0.9% |
| 30D | +0.8% | +17.5% | -16.7% | +0.1% |
| 3M | -1.3% | +12.7% | -14.1% | -2.0% |
| 6M | -3.8% | +33.1% | -36.9% | -5.5% |
| YTD | +3.6% | +116.4% | -112.8% | -0.5% |
| 1Y | -5.7% | +141.2% | -146.9% | -10.0% |
| 3Y | +1.6% | -3.8% | +5.4% | 0.0% |
| 5Y | +14.6% | +92.7% | -78.1% | +7.1% |
| 10Y | +121.2% | -17.1% | +138.3% | +102.2% |
| All | +2,350.1% | +1,957.8% | +392.3% | +1,846.7% |
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