+71.6%
SM vs PTEN
+79.8%
-8.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | -9.4% | -5.9% | -8.4% |
| 7D | -21.5% | -15.5% | -6.0% | -11.1% |
| 30D | -11.4% | -7.8% | -3.6% | -6.0% |
| 3M | +0.6% | +6.4% | -5.8% | -4.0% |
| 6M | +0.2% | -11.9% | +12.1% | +9.3% |
| YTD | +69.7% | +79.4% | -9.7% | +20.2% |
| 1Y | +71.6% | +84.9% | -13.4% | +18.9% |
| All | +71.6% | +79.8% | -8.3% | +18.9% |
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