+26.7%
Q vs PTEN
+91.7%
-65.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.7% |
| 7D | +0.2% | +0.7% | -0.5% | +0.2% |
| 30D | -11.1% | +31.2% | -42.4% | -11.5% |
| 3M | -22.1% | +2.0% | -24.2% | -22.5% |
| 6M | +0.5% | +42.4% | -41.9% | -4.3% |
| YTD | +47.8% | +109.2% | -61.4% | +29.5% |
| All | +26.7% | +91.7% | -65.0% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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