+618.6%
RVMD vs PTEN
+104.9%
+513.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -2.0% | -0.2% |
| 7D | -0.7% | -1.7% | +0.9% | -0.5% |
| 30D | +0.3% | +18.6% | -18.2% | -2.4% |
| 3M | +38.9% | +12.5% | +26.4% | +35.3% |
| 6M | +108.1% | +41.9% | +66.3% | +94.0% |
| YTD | +160.7% | +117.8% | +43.0% | +125.9% |
| 1Y | +407.3% | +145.3% | +262.0% | +328.1% |
| 3Y | +546.6% | -2.8% | +549.4% | +514.6% |
| 5Y | +579.8% | +93.4% | +486.4% | +440.6% |
| All | +618.6% | +104.9% | +513.7% | +328.4% |
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