+115.3%
SPOT vs PTEN
+87.9%
+27.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -3.1% | +3.5% | -6.5% | -3.4% |
| 30D | +7.4% | +17.5% | -10.2% | +5.6% |
| 3M | +8.2% | +12.7% | -4.5% | +6.5% |
| 6M | +2.2% | +33.1% | -30.9% | -1.6% |
| YTD | -9.5% | +116.4% | -125.9% | -17.9% |
| 1Y | -23.8% | +141.2% | -165.0% | -32.1% |
| 3Y | +233.5% | -3.8% | +237.3% | +222.7% |
| All | +115.3% | +87.9% | +27.4% | +85.3% |
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 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