-98.5%
RCAT vs PTEN
-15.3%
-83.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -5.4% | +2.8% | -8.2% | -5.9% |
| 30D | -24.2% | +17.6% | -41.8% | -26.4% |
| 3M | -25.8% | +8.2% | -34.0% | -27.4% |
| 6M | -44.9% | +38.1% | -83.0% | -48.8% |
| YTD | +1.9% | +117.3% | -115.4% | -12.2% |
| 1Y | -5.2% | +146.1% | -151.3% | -19.8% |
| 3Y | +759.6% | -3.0% | +762.6% | +708.3% |
| 5Y | +187.5% | +93.5% | +94.1% | +147.1% |
| All | -98.5% | -15.3% | -83.2% | -98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling