+84.9%
PTEN vs SBAC
+2.4%
+82.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +5.8% | -15.2% | -9.0% |
| 7D | -15.5% | +5.8% | -21.3% | -15.1% |
| 30D | -7.8% | +20.8% | -28.6% | -6.8% |
| 3M | +6.4% | +4.8% | +1.6% | +7.0% |
| 6M | -11.9% | -9.1% | -2.7% | -12.0% |
| YTD | +79.4% | +3.1% | +76.3% | +78.9% |
| 1Y | +84.9% | +2.2% | +82.7% | +85.6% |
| All | +84.9% | +2.4% | +82.5% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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