+219.5%
SLV vs PTEN
-51.2%
+270.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.8% | -5.0% | -2.5% |
| 7D | -5.8% | +10.6% | -16.4% | -7.0% |
| 30D | -12.1% | -4.9% | -7.2% | -12.0% |
| 3M | -24.1% | +1.4% | -25.6% | -24.8% |
| 6M | -44.4% | -7.0% | -37.4% | -44.5% |
| YTD | -31.5% | +84.8% | -116.3% | -38.2% |
| 1Y | -6.9% | +95.7% | -102.6% | -16.7% |
| 3Y | +116.0% | +2.0% | +114.0% | +104.7% |
| 5Y | +88.4% | +48.0% | +40.5% | +63.0% |
| 10Y | +167.9% | -38.3% | +206.3% | +127.6% |
| All | +219.5% | -51.2% | +270.7% | +132.1% |
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