-38.3%
PSKY vs PTEN
+148.3%
-186.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.1% |
| 7D | -2.4% | +3.5% | -5.9% | -2.5% |
| 30D | +11.6% | +17.5% | -6.0% | +11.2% |
| 3M | +1.5% | +12.7% | -11.2% | +1.7% |
| 6M | +7.7% | +33.1% | -25.4% | +5.2% |
| YTD | -20.1% | +116.4% | -136.5% | -28.0% |
| 1Y | -38.3% | +141.2% | -179.5% | -43.7% |
| All | -38.3% | +148.3% | -186.6% | -43.7% |
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 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