-100.0%
SPXU vs PTEN
+48.9%
-148.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +2.3% |
| 7D | +1.3% | -1.7% | +2.9% | +0.5% |
| 30D | +5.1% | +18.6% | -13.5% | +13.2% |
| 3M | -9.1% | +12.5% | -21.6% | -4.0% |
| 6M | -29.6% | +41.9% | -71.4% | -17.4% |
| YTD | -27.7% | +117.8% | -145.5% | +3.6% |
| 1Y | -37.0% | +145.3% | -182.3% | -3.1% |
| 3Y | -80.2% | -2.8% | -77.4% | -75.9% |
| 5Y | -86.0% | +93.4% | -179.4% | -71.2% |
| 10Y | -99.5% | -16.6% | -83.0% | -98.7% |
| All | -100.0% | +48.9% | -148.9% | -99.9% |
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