+158.9%
SN vs PTEN
+79.8%
+79.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -9.4% | +13.5% | +2.2% |
| 7D | +10.6% | -15.5% | +26.1% | +7.2% |
| 30D | +20.0% | -7.8% | +27.8% | +18.6% |
| 3M | +30.4% | +6.4% | +24.0% | +33.2% |
| 6M | +91.0% | -11.9% | +102.9% | +91.0% |
| YTD | +95.9% | +79.4% | +16.6% | +85.0% |
| 1Y | +158.9% | +84.9% | +74.0% | +141.4% |
| All | +158.9% | +79.8% | +79.1% | +141.4% |
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