-44.2%
SE vs PTEN
+144.8%
-189.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -1.0% |
| 7D | -4.8% | +2.8% | -7.6% | -4.4% |
| 30D | -18.1% | +17.6% | -35.7% | -16.2% |
| 3M | +30.6% | +8.2% | +22.5% | +34.7% |
| 6M | +20.8% | +38.1% | -17.3% | +23.8% |
| YTD | -15.6% | +117.3% | -132.9% | -16.9% |
| 1Y | -44.2% | +146.1% | -190.3% | -47.9% |
| All | -44.2% | +144.8% | -189.0% | -47.9% |
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 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