-4.9%
SHOP vs PTEN
+79.8%
-84.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -9.4% | +16.7% | +4.7% |
| 7D | -9.0% | -15.5% | +6.4% | -12.6% |
| 30D | -4.4% | -7.8% | +3.4% | -5.8% |
| 3M | +24.1% | +6.4% | +17.7% | +27.7% |
| 6M | +20.0% | -11.9% | +31.8% | +22.7% |
| YTD | -4.9% | +79.4% | -84.3% | -7.9% |
| 1Y | -4.9% | +84.9% | -89.8% | -8.7% |
| All | -4.9% | +79.8% | -84.7% | -8.7% |
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