+1,226.9%
SM vs PTEN
+1,889.0%
-662.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -1.9% |
| 7D | +0.1% | +0.7% | -0.6% | -0.4% |
| 30D | +26.3% | +31.2% | -4.9% | +7.8% |
| 3M | +8.7% | +2.0% | +6.6% | +7.2% |
| 6M | +51.7% | +42.4% | +9.3% | +23.5% |
| YTD | +99.0% | +109.2% | -10.1% | +29.3% |
| 1Y | +34.6% | +122.3% | -87.7% | -16.2% |
| 3Y | -7.8% | -5.6% | -2.2% | -8.1% |
| 5Y | +104.8% | +86.5% | +18.3% | +32.9% |
| 10Y | +7.2% | -22.1% | +29.4% | +35.2% |
| All | +1,226.9% | +1,889.0% | -662.0% | +1,087.5% |
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 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