+77.7%
SPY vs PTEN
+2.7%
+75.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -0.7% |
| 7D | +2.6% | +10.6% | -8.0% | +1.5% |
| 30D | -2.0% | -4.9% | +3.0% | -1.7% |
| 3M | -2.8% | +1.4% | -4.2% | -3.5% |
| 6M | +2.1% | -7.0% | +9.2% | +2.1% |
| YTD | +11.5% | +84.8% | -73.3% | -1.3% |
| 1Y | +13.5% | +95.7% | -82.2% | -0.7% |
| 3Y | +77.7% | +2.0% | +75.7% | +63.1% |
| All | +77.7% | +2.7% | +75.0% | +63.1% |
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