+31.1%
SOLS vs PTEN
+143.5%
-112.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.1% | -1.9% |
| 7D | +3.7% | -1.7% | +5.4% | +3.7% |
| 30D | +5.0% | +18.6% | -13.6% | +5.2% |
| 3M | -21.1% | +12.5% | -33.5% | -21.3% |
| 6M | -14.2% | +41.9% | -56.0% | -15.0% |
| YTD | +30.6% | +117.8% | -87.2% | +27.2% |
| All | +31.1% | +143.5% | -112.4% | +28.0% |
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