+14.4%
PH vs PTEN
+90.8%
-76.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | +0.1% |
| 7D | +4.3% | +10.6% | -6.2% | +4.9% |
| 30D | +0.1% | -4.9% | +5.1% | -0.2% |
| 3M | -9.4% | +1.4% | -10.8% | -9.1% |
| 6M | +8.8% | -7.0% | +15.8% | +8.2% |
| YTD | +9.6% | +84.8% | -75.1% | +1.7% |
| 1Y | +14.4% | +95.7% | -81.2% | +5.2% |
| All | +14.4% | +90.8% | -76.3% | +5.2% |
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