+146.0%
QLD vs PTEN
+2.7%
+143.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -3.1% |
| 7D | +7.0% | +10.6% | -3.6% | +4.5% |
| 30D | -14.3% | -4.9% | -9.4% | -13.7% |
| 3M | -16.0% | +1.4% | -17.4% | -17.2% |
| 6M | -14.2% | -7.0% | -7.2% | -14.4% |
| YTD | +12.8% | +84.8% | -72.0% | -13.0% |
| 1Y | +14.1% | +95.7% | -81.6% | -14.1% |
| 3Y | +146.0% | +2.0% | +144.0% | +105.3% |
| All | +146.0% | +2.7% | +143.2% | +105.3% |
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