+451.3%
SN vs PTEN
-2.4%
+453.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.4% |
| 7D | +3.5% | -2.2% | +5.7% | +3.8% |
| 30D | +19.4% | -8.0% | +27.5% | +20.1% |
| 3M | +20.9% | -5.0% | +25.9% | +20.3% |
| 6M | +111.1% | -10.6% | +121.8% | +110.7% |
| YTD | +102.8% | +75.5% | +27.3% | +60.3% |
| 1Y | +146.2% | +70.2% | +76.0% | +95.9% |
| All | +451.3% | -2.4% | +453.7% | +380.3% |
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