+20.0%
SPY vs PTEN
+135.2%
-115.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | -0.4% |
| 7D | +0.1% | +0.7% | -0.6% | +0.1% |
| 30D | +0.1% | +31.2% | -31.2% | +0.2% |
| 3M | +2.0% | +2.0% | 0.0% | +2.2% |
| 6M | +13.0% | +42.4% | -29.4% | +11.2% |
| YTD | +13.5% | +109.2% | -95.7% | +8.3% |
| 1Y | +20.0% | +122.3% | -102.3% | +12.8% |
| All | +20.0% | +135.2% | -115.2% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling