+241.0%
RVMD vs PTEN
+79.8%
+161.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.4% | +12.2% | +3.3% |
| 7D | +5.8% | -15.5% | +21.3% | +6.8% |
| 30D | -3.8% | -7.8% | +3.9% | -3.5% |
| 3M | +3.2% | +6.4% | -3.2% | +2.7% |
| 6M | +35.0% | -11.9% | +46.9% | +35.4% |
| YTD | +150.7% | +79.4% | +71.3% | +141.4% |
| 1Y | +241.0% | +84.9% | +156.0% | +226.1% |
| All | +241.0% | +79.8% | +161.1% | +226.1% |
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