-41.8%
SIRI vs PTEN
+87.9%
-129.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +0.6% | +3.5% | -2.9% | +0.1% |
| 30D | +2.5% | +17.5% | -15.0% | +0.4% |
| 3M | +6.6% | +12.7% | -6.1% | +4.5% |
| 6M | +32.9% | +33.1% | -0.2% | +26.2% |
| YTD | +50.5% | +116.4% | -66.0% | +32.3% |
| 1Y | +28.0% | +141.2% | -113.2% | +10.0% |
| 3Y | -22.4% | -3.8% | -18.6% | -26.9% |
| All | -41.8% | +87.9% | -129.6% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling