+46.9%
SN vs PTEN
+135.1%
-88.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.5% | -3.1% |
| 7D | -3.4% | -1.7% | -1.7% | -3.6% |
| 30D | -9.1% | +18.6% | -27.7% | -6.9% |
| 3M | +31.8% | +12.5% | +19.3% | +35.6% |
| 6M | +52.0% | +41.9% | +10.2% | +54.0% |
| YTD | +51.3% | +117.8% | -66.5% | +42.8% |
| 1Y | +46.9% | +145.3% | -98.5% | +38.9% |
| All | +46.9% | +135.1% | -88.2% | +38.9% |
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