-68.1%
RGTI vs PTEN
+79.8%
-148.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.4% | +10.5% | +1.6% |
| 7D | -9.6% | -15.5% | +5.9% | -8.7% |
| 30D | -26.0% | -7.8% | -18.2% | -25.7% |
| 3M | -35.8% | +6.4% | -42.2% | -36.1% |
| 6M | -36.7% | -11.9% | -24.8% | -36.1% |
| YTD | -49.4% | +79.4% | -128.8% | -69.2% |
| 1Y | -68.1% | +84.9% | -153.0% | -81.5% |
| All | -68.1% | +79.8% | -148.0% | -81.5% |
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