+78.3%
PR vs PTEN
+131.4%
-53.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +0.4% |
| 7D | -0.6% | -1.0% | +0.4% | -0.2% |
| 30D | +17.4% | +29.3% | -11.9% | +4.6% |
| 3M | +21.8% | +7.2% | +14.5% | +16.6% |
| 6M | +27.6% | +43.5% | -15.9% | +9.0% |
| YTD | +71.4% | +113.2% | -41.8% | +26.3% |
| 1Y | +78.3% | +135.1% | -56.7% | +24.8% |
| All | +78.3% | +131.4% | -53.0% | +24.8% |
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