+135.3%
PSX vs PTEN
-3.1%
+138.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | -0.2% |
| 7D | +1.8% | -1.7% | +3.5% | +2.4% |
| 30D | +21.6% | +18.6% | +3.1% | +13.9% |
| 3M | +46.5% | +12.5% | +34.0% | +38.7% |
| 6M | +62.0% | +41.9% | +20.1% | +39.1% |
| YTD | +106.3% | +117.8% | -11.5% | +49.6% |
| 1Y | +103.0% | +145.3% | -42.4% | +39.3% |
| All | +135.3% | -3.1% | +138.5% | +107.8% |
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