+14.7%
S vs PTEN
-1.7%
+16.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.6% |
| 7D | -5.8% | -1.0% | -4.8% | -5.7% |
| 30D | -9.2% | +29.3% | -38.5% | -13.3% |
| 3M | +23.4% | +7.2% | +16.1% | +21.3% |
| 6M | +36.9% | +43.5% | -6.6% | +26.2% |
| YTD | +29.5% | +113.2% | -83.7% | +9.3% |
| 1Y | +5.4% | +135.1% | -129.6% | -13.4% |
| 3Y | +14.7% | -4.8% | +19.5% | -1.9% |
| All | +14.7% | -1.7% | +16.4% | -1.9% |
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