+112.2%
SM vs PTEN
+94.7%
+17.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.6% | -0.9% |
| 7D | -0.2% | -1.7% | +1.4% | +0.9% |
| 30D | +20.3% | +18.6% | +1.7% | +6.6% |
| 3M | +22.9% | +12.5% | +10.5% | +12.6% |
| 6M | +47.8% | +41.9% | +6.0% | +15.1% |
| YTD | +107.5% | +117.8% | -10.3% | +19.4% |
| 1Y | +51.7% | +145.3% | -93.6% | -20.7% |
| 3Y | -0.9% | -2.8% | +2.0% | -7.0% |
| 5Y | +112.2% | +93.4% | +18.8% | +5.5% |
| All | +112.2% | +94.7% | +17.6% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling