+15.8%
RTX vs PTEN
+90.8%
-74.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | +0.3% |
| 7D | +4.8% | +10.6% | -5.8% | +5.5% |
| 30D | +6.5% | -4.9% | +11.4% | +6.2% |
| 3M | -9.6% | +1.4% | -11.1% | -9.2% |
| 6M | +12.3% | -7.0% | +19.4% | +12.9% |
| YTD | +9.5% | +84.8% | -75.3% | +5.9% |
| 1Y | +15.8% | +95.7% | -79.8% | +12.2% |
| All | +15.8% | +90.8% | -74.9% | +12.2% |
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