+648.8%
SEI vs PTEN
-24.9%
+673.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.0% | -5.1% |
| 7D | +20.7% | +2.8% | +17.9% | +19.1% |
| 30D | +9.1% | +17.6% | -8.4% | +0.3% |
| 3M | -6.0% | +8.2% | -14.2% | -11.4% |
| 6M | +18.9% | +38.1% | -19.2% | -3.7% |
| YTD | +40.1% | +117.3% | -77.1% | -11.1% |
| 1Y | +120.6% | +146.1% | -25.5% | +29.5% |
| 3Y | +562.1% | -3.0% | +565.2% | +517.4% |
| 5Y | +954.5% | +93.5% | +861.0% | +564.7% |
| All | +648.8% | -24.9% | +673.7% | +474.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling