-77.3%
PLTD vs PTEN
+54.0%
-131.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.7% | +2.8% |
| 7D | -4.8% | +10.6% | -15.3% | -2.7% |
| 30D | +16.9% | -4.9% | +21.8% | +16.4% |
| 3M | +2.6% | +1.4% | +1.2% | +4.0% |
| 6M | -36.2% | -7.0% | -29.2% | -37.3% |
| YTD | -19.4% | +84.8% | -104.2% | +3.4% |
| 1Y | -22.5% | +95.7% | -118.2% | +2.2% |
| All | -77.3% | +54.0% | -131.3% | -66.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling