+30.8%
RIO vs PTEN
+79.8%
-49.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -9.4% | +13.0% | +3.3% |
| 7D | -1.6% | -15.5% | +13.9% | -2.0% |
| 30D | -11.6% | -7.8% | -3.8% | -11.8% |
| 3M | -12.7% | +6.4% | -19.1% | -12.4% |
| 6M | -12.4% | -11.9% | -0.5% | -12.9% |
| YTD | +11.0% | +79.4% | -68.4% | +2.6% |
| 1Y | +30.8% | +84.9% | -54.1% | +20.6% |
| All | +30.8% | +79.8% | -49.0% | +20.6% |
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