-39.0%
PINS vs PTEN
-9.2%
-29.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -6.2% | -16.4% | +10.3% | -3.6% |
| 30D | -10.9% | -12.8% | +1.9% | -9.7% |
| 3M | -19.5% | +0.7% | -20.2% | -21.2% |
| 6M | -10.4% | -12.2% | +1.8% | -10.5% |
| YTD | -26.4% | +66.1% | -92.5% | -38.3% |
| 1Y | -29.6% | +69.2% | -98.9% | -41.5% |
| 3Y | -39.0% | -8.2% | -30.8% | -45.7% |
| All | -39.0% | -9.2% | -29.8% | -45.7% |
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