+53.1%
RGTI vs PTEN
+133.4%
-80.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -0.1% | +2.8% | -2.9% | -1.1% |
| 30D | -16.2% | +17.6% | -33.8% | -21.1% |
| 3M | -22.0% | +8.2% | -30.2% | -25.6% |
| 6M | -10.8% | +38.1% | -48.9% | -24.6% |
| YTD | -31.6% | +117.3% | -148.8% | -52.0% |
| 1Y | -6.4% | +146.1% | -152.5% | -37.3% |
| 3Y | +665.7% | -3.0% | +668.7% | +577.4% |
| 5Y | +55.6% | +93.5% | -37.8% | +36.2% |
| All | +53.1% | +133.4% | -80.3% | +34.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling