-14.8%
PNR vs PTEN
-3.7%
-11.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -6.0% | +3.5% | -9.5% | -6.4% |
| 30D | -14.0% | +17.5% | -31.5% | -15.8% |
| 3M | -21.7% | +12.7% | -34.4% | -23.1% |
| 6M | -37.3% | +33.1% | -70.4% | -41.1% |
| YTD | -45.1% | +116.4% | -161.6% | -53.8% |
| 1Y | -49.1% | +141.2% | -190.3% | -58.6% |
| 3Y | -14.8% | -3.8% | -11.0% | -21.6% |
| All | -14.8% | -3.7% | -11.1% | -21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling