-7.7%
SUI vs PTEN
+135.1%
-142.8%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -1.2% |
| 7D | -4.3% | -1.7% | -2.6% | -4.4% |
| 30D | -2.1% | +18.6% | -20.7% | -1.1% |
| 3M | -6.1% | +12.5% | -18.6% | -5.0% |
| 6M | -12.8% | +41.9% | -54.6% | -10.9% |
| YTD | -4.6% | +117.8% | -122.4% | -2.1% |
| 1Y | -7.7% | +145.3% | -153.0% | -4.8% |
| All | -7.7% | +135.1% | -142.8% | -4.8% |
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