+412.0%
SN vs PTEN
-1.7%
+413.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.7% |
| 7D | +0.1% | -1.0% | +1.1% | +0.3% |
| 30D | -5.6% | +29.3% | -34.9% | -10.1% |
| 3M | +48.1% | +7.2% | +40.8% | +45.3% |
| 6M | +57.6% | +43.5% | +14.1% | +40.3% |
| YTD | +56.5% | +113.2% | -56.7% | +22.5% |
| 1Y | +52.6% | +135.1% | -82.5% | +14.4% |
| 3Y | +412.0% | -4.8% | +416.8% | +356.2% |
| All | +412.0% | -1.7% | +413.7% | +356.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling