-13.6%
SOUN vs PTEN
-7.2%
-6.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -2.2% |
| 7D | -4.4% | -1.7% | -2.8% | -3.9% |
| 30D | -13.1% | +18.6% | -31.7% | -19.0% |
| 3M | -7.7% | +12.5% | -20.1% | -14.0% |
| 6M | -21.2% | +41.9% | -63.0% | -36.1% |
| YTD | -35.0% | +117.8% | -152.8% | -57.1% |
| 1Y | -56.4% | +145.3% | -201.7% | -73.0% |
| 3Y | +181.7% | -2.8% | +184.5% | +135.5% |
| All | -13.6% | -7.2% | -6.4% | -21.3% |
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