+52.4%
PSA vs PTEN
+2.7%
+49.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.3% |
| 7D | -1.4% | +10.6% | -12.0% | -1.6% |
| 30D | +15.2% | -4.9% | +20.1% | +15.1% |
| 3M | +2.2% | +1.4% | +0.8% | +1.9% |
| 6M | +11.7% | -7.0% | +18.7% | +11.7% |
| YTD | +32.0% | +84.8% | -52.8% | +24.5% |
| 1Y | +26.3% | +95.7% | -69.4% | +18.4% |
| 3Y | +52.4% | +2.0% | +50.4% | +47.4% |
| All | +52.4% | +2.7% | +49.6% | +47.4% |
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