+62.0%
SLV vs PTEN
+135.2%
-73.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.3% |
| 7D | -0.3% | +0.7% | -1.0% | -0.3% |
| 30D | +6.7% | +31.2% | -24.5% | +8.5% |
| 3M | -10.7% | +2.0% | -12.7% | -11.0% |
| 6M | -20.6% | +42.4% | -63.0% | -20.5% |
| YTD | -7.1% | +109.2% | -116.3% | -7.9% |
| 1Y | +62.0% | +122.3% | -60.3% | +58.6% |
| All | +62.0% | +135.2% | -73.2% | +58.6% |
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