-7.2%
PTC vs PTEN
-1.7%
-5.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.9% | -7.4% | -5.7% |
| 7D | -12.8% | -1.0% | -11.8% | -12.7% |
| 30D | -9.8% | +29.3% | -39.1% | -12.8% |
| 3M | -2.1% | +7.2% | -9.3% | -3.2% |
| 6M | -18.1% | +43.5% | -61.6% | -23.1% |
| YTD | -23.5% | +113.2% | -136.7% | -33.1% |
| 1Y | -37.4% | +135.1% | -172.4% | -46.5% |
| 3Y | -7.2% | -4.8% | -2.4% | -17.2% |
| All | -7.2% | -1.7% | -5.5% | -17.2% |
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