+150.5%
SPMO vs PTEN
+87.9%
+62.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -0.9% | +3.5% | -4.4% | -1.4% |
| 30D | -1.9% | +17.5% | -19.5% | -4.2% |
| 3M | -1.4% | +12.7% | -14.1% | -3.5% |
| 6M | +25.5% | +33.1% | -7.6% | +18.6% |
| YTD | +24.8% | +116.4% | -91.6% | +8.8% |
| 1Y | +24.5% | +141.2% | -116.7% | +5.9% |
| 3Y | +157.1% | -3.8% | +160.9% | +143.6% |
| All | +150.5% | +87.9% | +62.7% | +110.8% |
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