-5.7%
RCAT vs PTEN
+135.1%
-140.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.1% | -8.6% | -7.4% |
| 7D | -2.3% | -1.7% | -0.6% | -1.8% |
| 30D | -18.7% | +18.6% | -37.3% | -24.7% |
| 3M | -29.3% | +12.5% | -41.7% | -33.4% |
| 6M | -42.3% | +41.9% | -84.2% | -57.9% |
| YTD | +2.5% | +117.8% | -115.3% | -49.8% |
| 1Y | -5.7% | +145.3% | -151.0% | -60.4% |
| All | -5.7% | +135.1% | -140.7% | -60.4% |
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