+4,012.0%
SUI vs PTEN
+2,033.6%
+1,978.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | -2.8% | +0.7% | -3.5% | -2.9% |
| 30D | -1.2% | +31.2% | -32.4% | -3.7% |
| 3M | -1.7% | +2.0% | -3.8% | -2.4% |
| 6M | -10.5% | +42.4% | -52.9% | -14.1% |
| YTD | -1.8% | +109.2% | -111.0% | -9.3% |
| 1Y | -4.1% | +122.3% | -126.4% | -12.2% |
| 3Y | +11.3% | -5.6% | +16.8% | +8.0% |
| 5Y | -32.1% | +86.5% | -118.6% | -40.3% |
| 10Y | +110.4% | -22.1% | +132.6% | +77.6% |
| All | +4,012.0% | +2,033.6% | +1,978.4% | +3,151.7% |
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