+122.3%
PTEN vs RVTY
+57.1%
+65.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -1.0% |
| 7D | +0.7% | +1.1% | -0.4% | +0.7% |
| 30D | +31.2% | +13.2% | +18.0% | +31.6% |
| 3M | +2.0% | +27.2% | -25.2% | +2.4% |
| 6M | +42.4% | +32.4% | +10.0% | +45.8% |
| YTD | +109.2% | +34.9% | +74.3% | +106.5% |
| 1Y | +122.3% | +52.4% | +69.9% | +107.3% |
| All | +122.3% | +57.1% | +65.2% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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