+14.0%
SUI vs PTEN
-2.0%
+16.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.3% |
| 7D | -2.8% | +0.7% | -3.5% | -2.9% |
| 30D | -1.2% | +31.2% | -32.4% | -2.3% |
| 3M | -1.7% | +2.0% | -3.8% | -1.8% |
| 6M | -10.5% | +42.4% | -52.9% | -12.5% |
| YTD | -1.8% | +109.2% | -111.0% | -6.9% |
| 1Y | -4.1% | +122.3% | -126.4% | -9.8% |
| All | +14.0% | -2.0% | +16.0% | +9.6% |
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