+3.2%
SLB vs PTEN
-9.2%
+12.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.2% |
| 7D | -3.7% | -16.4% | +12.8% | +3.2% |
| 30D | +2.9% | -12.8% | +15.7% | +7.9% |
| 3M | +0.2% | +0.7% | -0.5% | -1.5% |
| 6M | -4.4% | -12.2% | +7.8% | -1.6% |
| YTD | +33.4% | +66.1% | -32.7% | +0.6% |
| 1Y | +40.8% | +69.2% | -28.4% | +5.0% |
| 3Y | +3.2% | -8.2% | +11.4% | -7.7% |
| All | +3.2% | -9.2% | +12.4% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling