+389.7%
RCAT vs PTEN
-2.4%
+392.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.8% | +0.2% |
| 7D | +7.2% | -2.2% | +9.4% | +8.6% |
| 30D | -20.4% | -8.0% | -12.4% | -17.7% |
| 3M | -59.8% | -5.0% | -54.7% | -59.3% |
| 6M | -61.9% | -10.6% | -51.2% | -61.2% |
| YTD | -45.9% | +75.5% | -121.4% | -63.6% |
| 1Y | -50.5% | +70.2% | -120.7% | -66.1% |
| All | +389.7% | -2.4% | +392.1% | +289.9% |
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