+2.0%
PTEN vs TW
+44.1%
-42.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.7% |
| 7D | +10.6% | +3.9% | +6.7% | +10.0% |
| 30D | -4.9% | +19.9% | -24.9% | -7.3% |
| 3M | +1.4% | +25.9% | -24.5% | -1.9% |
| 6M | -7.0% | +21.1% | -28.2% | -9.3% |
| YTD | +84.8% | +23.9% | +60.9% | +79.4% |
| 1Y | +95.7% | +21.2% | +74.4% | +90.9% |
| 3Y | +2.0% | +44.8% | -42.8% | +7.1% |
| All | +2.0% | +44.1% | -42.1% | +7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling