+77.1%
STT vs PTEN
+144.8%
-67.6%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -1.4% | +2.8% | -4.2% | -1.5% |
| 30D | +2.2% | +17.6% | -15.4% | +1.2% |
| 3M | +18.8% | +8.2% | +10.6% | +18.0% |
| 6M | +57.9% | +38.1% | +19.8% | +51.4% |
| YTD | +51.0% | +117.3% | -66.3% | +35.5% |
| 1Y | +77.1% | +146.1% | -68.9% | +54.5% |
| All | +77.1% | +144.8% | -67.6% | +54.5% |
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