-29.6%
RBA vs PTEN
+135.1%
-164.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -0.6% |
| 7D | -1.9% | -1.7% | -0.2% | -1.9% |
| 30D | -13.0% | +18.6% | -31.6% | -12.6% |
| 3M | -23.1% | +12.5% | -35.6% | -22.5% |
| 6M | -22.6% | +41.9% | -64.5% | -22.9% |
| YTD | -20.4% | +117.8% | -138.2% | -21.8% |
| 1Y | -29.6% | +145.3% | -174.9% | -31.7% |
| All | -29.6% | +135.1% | -164.6% | -31.7% |
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 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