+87.0%
PR vs PTEN
+79.8%
+7.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -9.4% | +2.8% | -2.2% |
| 7D | -12.1% | -15.5% | +3.4% | -5.2% |
| 30D | +0.9% | -7.8% | +8.7% | +4.5% |
| 3M | +10.1% | +6.4% | +3.7% | +6.4% |
| 6M | +1.1% | -11.9% | +13.0% | +5.3% |
| YTD | +63.7% | +79.4% | -15.7% | +30.6% |
| 1Y | +87.0% | +84.9% | +2.1% | +48.0% |
| All | +87.0% | +79.8% | +7.2% | +48.0% |
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