+94.9%
PR vs PTEN
+2.7%
+92.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | -0.3% |
| 7D | +6.0% | +10.6% | -4.6% | +0.4% |
| 30D | -4.2% | -4.9% | +0.7% | -2.1% |
| 3M | +10.0% | +1.4% | +8.5% | +8.1% |
| 6M | +15.6% | -7.0% | +22.6% | +17.7% |
| YTD | +68.2% | +84.8% | -16.6% | +15.5% |
| 1Y | +79.2% | +95.7% | -16.5% | +18.8% |
| 3Y | +94.9% | +2.0% | +92.9% | +73.9% |
| All | +94.9% | +2.7% | +92.2% | +73.9% |
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 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