+146.2%
SN vs PTEN
+75.7%
+70.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | +0.9% |
| 7D | +3.5% | -2.2% | +5.7% | +3.1% |
| 30D | +19.4% | -8.0% | +27.5% | +18.0% |
| 3M | +20.9% | -5.0% | +25.9% | +20.6% |
| 6M | +111.1% | -10.6% | +121.8% | +111.2% |
| YTD | +102.8% | +75.5% | +27.3% | +86.7% |
| 1Y | +146.2% | +70.2% | +76.0% | +128.9% |
| All | +146.2% | +75.7% | +70.5% | +128.9% |
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