+70.9%
RCAT vs PTEN
+33.9%
+37.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.8% | +0.8% |
| 7D | +7.2% | -2.2% | +9.4% | +8.2% |
| 30D | -20.4% | -8.0% | -12.4% | -18.5% |
| 3M | -59.8% | -5.0% | -54.7% | -59.3% |
| 6M | -61.9% | -10.6% | -51.2% | -61.3% |
| YTD | -45.9% | +75.5% | -121.4% | -56.4% |
| 1Y | -50.5% | +70.2% | -120.7% | -59.7% |
| 3Y | +387.5% | -3.7% | +391.2% | +329.1% |
| 5Y | +70.9% | +34.9% | +36.0% | +43.6% |
| All | +70.9% | +33.9% | +37.0% | +43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling