-15.2%
RDW vs PTEN
+71.6%
-86.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.8% | -6.6% | -13.2% | -18.0% |
| 7D | -32.4% | -21.6% | -10.8% | -28.2% |
| 30D | -41.7% | -12.8% | -28.9% | -39.5% |
| 3M | -42.3% | +5.1% | -47.4% | -43.2% |
| 6M | -28.8% | -18.5% | -10.3% | -24.3% |
| YTD | -18.6% | +67.6% | -86.1% | -53.1% |
| 1Y | -15.2% | +71.1% | -86.3% | -52.6% |
| All | -15.2% | +71.6% | -86.8% | -52.6% |
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 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