+49.1%
PTEN vs SUNB
+1.6%
+47.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.9% | -3.8% | +3.5% |
| 7D | -1.7% | +9.4% | -11.1% | +0.5% |
| 30D | +18.6% | -6.9% | +25.5% | +16.5% |
| 3M | +12.5% | -11.3% | +23.7% | +10.4% |
| 6M | +41.9% | -1.8% | +43.6% | +52.7% |
| All | +49.1% | +1.6% | +47.5% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 all: compounded portfolio wealth divided by compounded SUNB 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…
all analysis · Full analysis span regression · 6 months rolling