+382,999.6%
SU vs PTEN
+1,965.8%
+381,033.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +1.7% | +2.8% | -1.1% | +0.2% |
| 30D | +9.6% | +17.6% | -7.9% | +0.1% |
| 3M | +11.7% | +8.2% | +3.6% | +5.1% |
| 6M | +21.9% | +38.1% | -16.2% | -0.6% |
| YTD | +58.6% | +117.3% | -58.6% | +0.5% |
| 1Y | +66.5% | +146.1% | -79.6% | -3.5% |
| 3Y | +121.4% | -3.0% | +124.5% | +91.3% |
| 5Y | +355.7% | +93.5% | +262.3% | +132.9% |
| 10Y | +264.2% | -16.8% | +281.0% | +75.4% |
| All | +382,999.6% | +1,965.8% | +381,033.8% | -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