-75.5%
SMR vs PTEN
+148.3%
-223.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -0.4% | -15.3% | -15.7% |
| 7D | -11.2% | +3.5% | -14.7% | -11.3% |
| 30D | -10.2% | +17.5% | -27.8% | -10.3% |
| 3M | -10.0% | +12.7% | -22.8% | -9.3% |
| 6M | -30.5% | +33.1% | -63.5% | -36.4% |
| YTD | -39.2% | +116.4% | -155.7% | -57.2% |
| 1Y | -75.5% | +141.2% | -216.7% | -82.8% |
| All | -75.5% | +148.3% | -223.8% | -82.8% |
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