+319.5%
SN vs PTEN
-9.0%
+328.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | -9.3% | +0.7% | -10.1% | -9.5% |
| 30D | -4.8% | +31.2% | -36.0% | -9.7% |
| 3M | +40.4% | +2.0% | +38.4% | +39.1% |
| 6M | +50.9% | +42.4% | +8.5% | +34.2% |
| YTD | +54.9% | +109.2% | -54.3% | +21.5% |
| 1Y | +43.0% | +122.3% | -79.3% | +8.9% |
| 3Y | +391.8% | -5.6% | +397.4% | +332.4% |
| All | +319.5% | -9.0% | +328.6% | +244.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling