-15.7%
RMD vs PTEN
+135.2%
-150.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | -0.4% |
| 7D | -5.0% | +0.7% | -5.7% | -4.9% |
| 30D | +2.2% | +31.2% | -29.0% | +3.2% |
| 3M | +17.8% | +2.0% | +15.8% | +19.6% |
| 6M | -11.3% | +42.4% | -53.7% | -12.6% |
| YTD | -4.4% | +109.2% | -113.6% | -9.0% |
| 1Y | -15.7% | +122.3% | -138.0% | -20.7% |
| All | -15.7% | +135.2% | -150.9% | -20.7% |
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