-16.5%
SOUN vs PTEN
-7.8%
-8.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -7.1% | +3.5% | -10.6% | -8.3% |
| 30D | -15.4% | +17.5% | -32.9% | -20.9% |
| 3M | -10.6% | +12.7% | -23.3% | -16.5% |
| 6M | -19.6% | +33.1% | -52.7% | -32.8% |
| YTD | -37.2% | +116.4% | -153.7% | -58.5% |
| 1Y | -57.1% | +141.2% | -198.2% | -73.3% |
| 3Y | +178.2% | -3.8% | +182.0% | +133.4% |
| All | -16.5% | -7.8% | -8.7% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling