+230.9%
SPOT vs PTEN
-3.4%
+234.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -6.9% | +2.8% | -9.6% | -7.0% |
| 30D | +4.1% | +17.6% | -13.4% | +2.9% |
| 3M | +3.7% | +8.2% | -4.5% | +3.0% |
| 6M | -1.6% | +38.1% | -39.7% | -4.8% |
| YTD | -10.2% | +117.3% | -127.4% | -17.4% |
| 1Y | -25.9% | +146.1% | -172.0% | -33.2% |
| All | +230.9% | -3.4% | +234.3% | +201.6% |
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