-57.8%
RCAT vs PTEN
+79.8%
-137.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -9.4% | -1.0% | -7.1% |
| 7D | -18.5% | -15.5% | -3.1% | -14.0% |
| 30D | -37.0% | -7.8% | -29.2% | -35.5% |
| 3M | -54.9% | +6.4% | -61.2% | -56.2% |
| 6M | -63.6% | -11.9% | -51.8% | -62.2% |
| YTD | -49.6% | +79.4% | -128.9% | -76.4% |
| 1Y | -57.8% | +84.9% | -142.7% | -80.8% |
| All | -57.8% | +79.8% | -137.6% | -80.8% |
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