+109.7%
SEI vs PTEN
+135.2%
-25.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.0% | +4.5% | +3.7% |
| 7D | +10.2% | +0.7% | +9.5% | +9.9% |
| 30D | -1.0% | +31.2% | -32.3% | -9.0% |
| 3M | -27.9% | +2.0% | -30.0% | -29.5% |
| 6M | +10.4% | +42.4% | -32.0% | -5.2% |
| YTD | +20.1% | +109.2% | -89.1% | -12.8% |
| 1Y | +109.7% | +122.3% | -12.6% | +46.7% |
| All | +109.7% | +135.2% | -25.5% | +46.7% |
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