+179.1%
SOUN vs PTEN
-3.4%
+182.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -6.8% | +2.8% | -9.6% | -8.1% |
| 30D | -15.2% | +17.6% | -32.8% | -22.3% |
| 3M | -7.0% | +8.2% | -15.1% | -13.0% |
| 6M | -20.5% | +38.1% | -58.6% | -39.6% |
| YTD | -37.0% | +117.3% | -154.3% | -65.4% |
| 1Y | -55.3% | +146.1% | -201.4% | -78.0% |
| All | +179.1% | -3.4% | +182.5% | +115.3% |
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 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