-33.3%
PLTD vs PTEN
+135.2%
-168.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.0% | +5.7% | +4.7% |
| 7D | +5.9% | +0.7% | +5.2% | +6.0% |
| 30D | -11.6% | +31.2% | -42.8% | -11.6% |
| 3M | -29.9% | +2.0% | -32.0% | -31.2% |
| 6M | -28.5% | +42.4% | -70.9% | -26.0% |
| YTD | -20.4% | +109.2% | -129.6% | -11.6% |
| 1Y | -33.3% | +122.3% | -155.6% | -25.8% |
| All | -33.3% | +135.2% | -168.5% | -25.8% |
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