+84.4%
PL vs PTEN
+131.4%
-47.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.6% | -2.1% |
| 7D | -7.5% | -1.0% | -6.5% | -7.3% |
| 30D | -25.6% | +29.3% | -54.9% | -29.0% |
| 3M | -45.6% | +7.2% | -52.8% | -46.0% |
| 6M | -29.5% | +43.5% | -73.1% | -35.0% |
| YTD | -9.7% | +113.2% | -122.9% | -22.1% |
| 1Y | +84.4% | +135.1% | -50.7% | +52.9% |
| All | +84.4% | +131.4% | -47.0% | +52.9% |
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