+90.0%
RSG vs PTEN
+87.9%
+2.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.8% |
| 7D | 0.0% | +3.5% | -3.4% | -0.1% |
| 30D | +4.0% | +17.5% | -13.6% | +3.3% |
| 3M | +7.4% | +12.7% | -5.4% | +6.8% |
| 6M | +0.1% | +33.1% | -33.0% | -1.2% |
| YTD | +6.0% | +116.4% | -110.4% | +2.7% |
| 1Y | -3.0% | +141.2% | -144.1% | -6.5% |
| 3Y | +56.5% | -3.8% | +60.3% | +54.6% |
| All | +90.0% | +87.9% | +2.1% | +89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling