+84.9%
PTEN vs SPY
+14.6%
+70.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.7% | -11.0% | -8.5% |
| 7D | -15.5% | -0.7% | -14.8% | -15.6% |
| 30D | -7.8% | -1.0% | -6.8% | -8.0% |
| 3M | +6.4% | -0.3% | +6.7% | +6.5% |
| 6M | -11.9% | +7.3% | -19.2% | -8.8% |
| YTD | +79.4% | +13.3% | +66.1% | +92.2% |
| 1Y | +84.9% | +14.8% | +70.1% | +95.4% |
| All | +84.9% | +14.6% | +70.3% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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