+141.2%
PTEN vs TW
-14.2%
+155.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | +3.5% | -4.5% | +7.9% | +3.6% |
| 30D | +17.5% | -2.3% | +19.8% | +17.5% |
| 3M | +12.7% | +2.6% | +10.1% | +11.9% |
| 6M | +33.1% | -17.5% | +50.6% | +40.9% |
| YTD | +116.4% | -5.3% | +121.7% | +123.2% |
| 1Y | +141.2% | -14.8% | +155.9% | +139.1% |
| All | +141.2% | -14.2% | +155.4% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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