+20.3%
PSA vs PTEN
-3.4%
+23.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -3.6% | +2.8% | -6.4% | -3.7% |
| 30D | -9.4% | +17.6% | -26.9% | -9.9% |
| 3M | -8.2% | +8.2% | -16.4% | -8.4% |
| 6M | -1.8% | +38.1% | -39.9% | -4.2% |
| YTD | +15.7% | +117.3% | -101.5% | +8.3% |
| 1Y | +6.3% | +146.1% | -139.8% | -1.9% |
| All | +20.3% | -3.4% | +23.6% | +19.7% |
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