-73.1%
SMR vs PTEN
+135.2%
-208.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.5% |
| 7D | +4.4% | +0.7% | +3.7% | +4.4% |
| 30D | +3.4% | +31.2% | -27.8% | +2.9% |
| 3M | -19.2% | +2.0% | -21.2% | -17.9% |
| 6M | -22.6% | +42.4% | -65.1% | -33.3% |
| YTD | -31.5% | +109.2% | -140.7% | -51.6% |
| 1Y | -73.1% | +122.3% | -195.4% | -82.1% |
| All | -73.1% | +135.2% | -208.3% | -82.1% |
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 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