+125.0%
SU vs PTEN
-3.7%
+128.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | 0.0% |
| 7D | +2.2% | +3.5% | -1.2% | +1.0% |
| 30D | +8.4% | +17.5% | -9.1% | +2.2% |
| 3M | +12.1% | +12.7% | -0.6% | +6.4% |
| 6M | +19.7% | +33.1% | -13.4% | +6.7% |
| YTD | +58.4% | +116.4% | -58.0% | +18.6% |
| 1Y | +67.2% | +141.2% | -73.9% | +18.9% |
| 3Y | +125.0% | -3.8% | +128.8% | +124.6% |
| All | +125.0% | -3.7% | +128.8% | +124.6% |
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