-26.1%
SUI vs PTEN
+22.3%
-48.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | +6.2% | -25.5% | +31.7% | +7.6% |
| 30D | +8.6% | -11.7% | +20.2% | +9.0% |
| 3M | +1.0% | -0.5% | +1.5% | +0.5% |
| 6M | -2.6% | -12.9% | +10.3% | -2.5% |
| YTD | -0.1% | +67.1% | -67.2% | -5.2% |
| 1Y | +0.5% | +70.5% | -70.1% | -4.8% |
| 3Y | +15.3% | -10.4% | +25.7% | +12.3% |
| All | -26.1% | +22.3% | -48.4% | -31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling