+54.2%
RSP vs PTEN
-1.7%
+55.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -3.0% | -1.3% |
| 7D | -0.4% | -1.0% | +0.6% | -0.3% |
| 30D | -1.5% | +29.3% | -30.8% | -4.6% |
| 3M | +4.8% | +7.2% | -2.4% | +3.6% |
| 6M | +10.3% | +43.5% | -33.3% | +3.4% |
| YTD | +14.1% | +113.2% | -99.2% | -0.1% |
| 1Y | +17.0% | +135.1% | -118.1% | +0.1% |
| 3Y | +54.2% | -4.8% | +59.0% | +43.7% |
| All | +54.2% | -1.7% | +55.9% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling