+146.1%
PTEN vs SBAC
-2.7%
+148.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | -0.4% |
| 7D | +2.8% | -5.3% | +8.1% | +2.4% |
| 30D | +17.6% | +0.4% | +17.2% | +17.5% |
| 3M | +8.2% | -11.9% | +20.1% | +7.4% |
| 6M | +38.1% | -4.5% | +42.6% | +35.3% |
| YTD | +117.3% | -4.3% | +121.6% | +112.8% |
| 1Y | +146.1% | -3.9% | +150.0% | +148.4% |
| All | +146.1% | -2.7% | +148.8% | +148.4% |
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