+182.6%
SLV vs PTEN
-1.7%
+184.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.7% | -0.9% |
| 7D | +2.5% | -1.0% | +3.5% | +2.6% |
| 30D | +3.3% | +29.3% | -26.0% | +1.0% |
| 3M | -3.6% | +7.2% | -10.8% | -4.4% |
| 6M | -21.8% | +43.5% | -65.4% | -25.8% |
| YTD | -7.8% | +113.2% | -121.1% | -17.2% |
| 1Y | +58.3% | +135.1% | -76.8% | +39.3% |
| 3Y | +182.6% | -4.8% | +187.4% | +186.0% |
| All | +182.6% | -1.7% | +184.3% | +186.0% |
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