-0.4%
PL vs PTEN
+79.8%
-80.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -9.4% | +3.0% | -4.9% |
| 7D | -11.7% | -15.5% | +3.8% | -9.5% |
| 30D | -27.1% | -7.8% | -19.3% | -26.3% |
| 3M | -44.6% | +6.4% | -51.0% | -45.1% |
| 6M | -67.2% | -11.9% | -55.3% | -66.2% |
| YTD | -35.9% | +79.4% | -115.2% | -36.4% |
| 1Y | -0.4% | +84.9% | -85.3% | -3.9% |
| All | -0.4% | +79.8% | -80.2% | -3.9% |
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