+29.7%
Q vs PTEN
+95.4%
-65.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.9% | +0.4% | +2.3% |
| 7D | +6.7% | -1.0% | +7.8% | +6.8% |
| 30D | -10.6% | +29.3% | -39.9% | -10.9% |
| 3M | -14.6% | +7.2% | -21.8% | -15.1% |
| 6M | +12.1% | +43.5% | -31.5% | +6.9% |
| YTD | +51.3% | +113.2% | -62.0% | +32.5% |
| All | +29.7% | +95.4% | -65.7% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling