+825.0%
RCAT vs PTEN
-1.7%
+826.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.9% | +2.0% | +3.0% |
| 7D | +5.4% | -1.0% | +6.4% | +5.8% |
| 30D | -5.6% | +29.3% | -34.9% | -16.5% |
| 3M | -30.2% | +7.2% | -37.5% | -33.9% |
| 6M | -43.4% | +43.5% | -86.9% | -55.9% |
| YTD | +9.6% | +113.2% | -103.6% | -30.7% |
| 1Y | -2.0% | +135.1% | -137.0% | -41.3% |
| 3Y | +825.0% | -4.8% | +829.8% | +534.1% |
| All | +825.0% | -1.7% | +826.7% | +534.1% |
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