+9.5%
S vs PTEN
+135.2%
-125.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.5% |
| 7D | -7.7% | +0.7% | -8.4% | -7.8% |
| 30D | -5.3% | +31.2% | -36.6% | -7.1% |
| 3M | +20.3% | +2.0% | +18.2% | +21.4% |
| 6M | +47.4% | +42.4% | +5.0% | +42.2% |
| YTD | +32.5% | +109.2% | -76.7% | +20.9% |
| 1Y | +9.5% | +122.3% | -112.8% | -2.2% |
| All | +9.5% | +135.2% | -125.7% | -2.2% |
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