+2,592.5%
RRX vs PTEN
+1,927.4%
+665.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.2% |
| 7D | +4.3% | -1.0% | +5.3% | +4.4% |
| 30D | -8.0% | +29.3% | -37.3% | -12.6% |
| 3M | -22.0% | +7.2% | -29.2% | -23.7% |
| 6M | -11.9% | +43.5% | -55.4% | -19.3% |
| YTD | +17.1% | +113.2% | -96.1% | -0.6% |
| 1Y | +14.9% | +135.1% | -120.2% | -4.6% |
| 3Y | +6.9% | -4.8% | +11.7% | +2.6% |
| 5Y | +19.6% | +94.6% | -75.1% | -4.2% |
| 10Y | +215.9% | -24.2% | +240.1% | +150.6% |
| All | +2,592.5% | +1,927.4% | +665.1% | +1,543.9% |
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