-86.3%
SPXU vs PTEN
+87.9%
-174.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.6% |
| 7D | +2.5% | +3.5% | -1.0% | +3.7% |
| 30D | +4.2% | +17.5% | -13.4% | +10.3% |
| 3M | -9.3% | +12.7% | -22.0% | -5.1% |
| 6M | -30.7% | +33.1% | -63.8% | -22.6% |
| YTD | -28.1% | +116.4% | -144.6% | -1.3% |
| 1Y | -35.2% | +141.2% | -176.4% | -5.4% |
| 3Y | -79.9% | -3.8% | -76.1% | -75.5% |
| All | -86.3% | +87.9% | -174.2% | -76.2% |
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