-77.0%
PLTD vs PTEN
+77.8%
-154.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.9% | +0.4% | +2.7% |
| 7D | +4.5% | -1.0% | +5.6% | +4.2% |
| 30D | -0.7% | +29.3% | -30.0% | +5.6% |
| 3M | -31.0% | +7.2% | -38.3% | -30.7% |
| 6M | -24.8% | +43.5% | -68.4% | -15.7% |
| YTD | -18.6% | +113.2% | -131.8% | +6.9% |
| 1Y | -31.8% | +135.1% | -166.9% | -5.2% |
| All | -77.0% | +77.8% | -154.8% | -64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling