+3,164.1%
SO vs PTEN
+1,656.8%
+1,507.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | +1.1% |
| 7D | +1.4% | +10.6% | -9.2% | +0.8% |
| 30D | +4.7% | -4.9% | +9.6% | +4.8% |
| 3M | +1.7% | +1.4% | +0.3% | +1.4% |
| 6M | +2.2% | -7.0% | +9.2% | +2.1% |
| YTD | +10.0% | +84.8% | -74.8% | +5.7% |
| 1Y | +6.0% | +95.7% | -89.6% | +1.6% |
| 3Y | +54.1% | +2.0% | +52.1% | +50.7% |
| 5Y | +79.6% | +48.0% | +31.7% | +69.1% |
| 10Y | +195.5% | -38.3% | +233.8% | +169.0% |
| All | +3,164.1% | +1,656.8% | +1,507.4% | +2,358.3% |
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 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