+145.3%
PTEN vs RACE
-14.8%
+160.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +1.9% |
| 7D | -1.7% | -2.6% | +1.0% | -2.5% |
| 30D | +18.6% | -1.1% | +19.7% | +18.3% |
| 3M | +12.5% | +12.5% | -0.1% | +17.8% |
| 6M | +41.9% | +17.4% | +24.4% | +51.3% |
| YTD | +117.8% | +10.1% | +107.7% | +133.8% |
| 1Y | +145.3% | -15.1% | +160.5% | +178.7% |
| All | +145.3% | -14.8% | +160.1% | +178.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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