+333.1%
SLV vs PTEN
-44.8%
+377.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.1% |
| 7D | -0.3% | +0.7% | -1.0% | -0.5% |
| 30D | +6.7% | +31.2% | -24.5% | +2.9% |
| 3M | -10.7% | +2.0% | -12.7% | -11.4% |
| 6M | -20.6% | +42.4% | -63.0% | -25.3% |
| YTD | -7.1% | +109.2% | -116.3% | -17.0% |
| 1Y | +62.0% | +122.3% | -60.3% | +42.9% |
| 3Y | +169.8% | -5.6% | +175.4% | +159.5% |
| 5Y | +161.5% | +86.5% | +75.0% | +119.8% |
| 10Y | +224.4% | -22.1% | +246.5% | +165.8% |
| All | +333.1% | -44.8% | +377.9% | +211.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling