+92.5%
PR vs PTEN
-0.1%
+92.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +0.7% |
| 7D | +6.7% | +7.2% | -0.5% | +2.8% |
| 30D | -6.1% | -7.4% | +1.2% | -2.7% |
| 3M | +6.9% | -2.4% | +9.3% | +7.3% |
| 6M | +14.6% | -10.0% | +24.6% | +18.8% |
| YTD | +66.1% | +79.7% | -13.6% | +15.8% |
| 1Y | +77.0% | +86.5% | -9.5% | +20.4% |
| All | +92.5% | -0.1% | +92.6% | +74.4% |
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