-25.2%
PLTD vs PTEN
+144.8%
-169.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.5% | +2.3% |
| 7D | +9.9% | +2.8% | +7.1% | +9.9% |
| 30D | +3.8% | +17.6% | -13.7% | +3.8% |
| 3M | -32.3% | +8.2% | -40.5% | -33.5% |
| 6M | -25.9% | +38.1% | -64.0% | -24.1% |
| YTD | -16.4% | +117.3% | -133.7% | -6.5% |
| 1Y | -25.2% | +146.1% | -171.2% | -15.5% |
| All | -25.2% | +144.8% | -169.9% | -15.5% |
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