+96.9%
PSX vs PTEN
+79.8%
+17.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -9.4% | +4.8% | -1.2% |
| 7D | -5.2% | -15.5% | +10.3% | +0.4% |
| 30D | -3.7% | -7.8% | +4.1% | -1.3% |
| 3M | +26.8% | +6.4% | +20.4% | +22.7% |
| 6M | +47.3% | -11.9% | +59.2% | +52.5% |
| YTD | +105.4% | +79.4% | +26.0% | +50.4% |
| 1Y | +96.9% | +84.9% | +12.0% | +42.3% |
| All | +96.9% | +79.8% | +17.1% | +42.3% |
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