+140.8%
PH vs PTEN
-1.7%
+142.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.1% |
| 7D | +0.4% | -1.0% | +1.4% | +0.5% |
| 30D | -10.8% | +29.3% | -40.1% | -15.6% |
| 3M | +8.5% | +7.2% | +1.2% | +6.1% |
| 6M | +3.9% | +43.5% | -39.6% | -7.3% |
| YTD | +9.4% | +113.2% | -103.8% | -13.5% |
| 1Y | +26.8% | +135.1% | -108.3% | -3.6% |
| 3Y | +140.8% | -4.8% | +145.6% | +119.7% |
| All | +140.8% | -1.7% | +142.5% | +119.7% |
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 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