+27.5%
SOLS vs PTEN
+142.0%
-114.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | -0.1% |
| 7D | -3.5% | +3.5% | -6.9% | -3.4% |
| 30D | -1.0% | +17.5% | -18.5% | -0.8% |
| 3M | -24.1% | +12.7% | -36.8% | -24.2% |
| 6M | -18.0% | +33.1% | -51.1% | -18.5% |
| YTD | +27.1% | +116.4% | -89.4% | +23.8% |
| All | +27.5% | +142.0% | -114.5% | +24.5% |
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