+10.7%
SNDU vs PTEN
+9.1%
+1.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -9.4% | -6.4% | -11.6% |
| 7D | -48.0% | -15.5% | -32.5% | -44.0% |
| 30D | -66.4% | -7.8% | -58.6% | -65.0% |
| 3M | -58.7% | +6.4% | -65.1% | -58.8% |
| 6M | -68.6% | -11.9% | -56.7% | -70.0% |
| All | +10.7% | +9.1% | +1.6% | +24.7% |
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