-22.0%
QID vs PTEN
+79.8%
-101.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -9.4% | +7.5% | -1.4% |
| 7D | +9.8% | -15.5% | +25.3% | +10.5% |
| 30D | +18.9% | -7.8% | +26.7% | +19.1% |
| 3M | +9.6% | +6.4% | +3.2% | +8.9% |
| 6M | -7.8% | -11.9% | +4.1% | -7.2% |
| YTD | -23.3% | +79.4% | -102.7% | -17.4% |
| 1Y | -22.0% | +84.9% | -106.9% | -14.8% |
| All | -22.0% | +79.8% | -101.9% | -14.8% |
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