+48.8%
SAN vs PTEN
+144.8%
-95.9%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.4% |
| 7D | -2.8% | +2.8% | -5.6% | -2.5% |
| 30D | -0.5% | +17.6% | -18.1% | +1.4% |
| 3M | +22.7% | +8.2% | +14.6% | +24.4% |
| 6M | +28.8% | +38.1% | -9.3% | +31.1% |
| YTD | +26.3% | +117.3% | -91.0% | +23.2% |
| 1Y | +48.8% | +146.1% | -97.2% | +44.1% |
| All | +48.8% | +144.8% | -95.9% | +44.1% |
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