+4,013.2%
SUI vs PTEN
+1,690.0%
+2,323.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.1% |
| 7D | -2.4% | -2.2% | -0.3% | -2.3% |
| 30D | +3.3% | -8.0% | +11.4% | +3.8% |
| 3M | +0.7% | -5.0% | +5.7% | +0.6% |
| 6M | -4.1% | -10.6% | +6.5% | -4.1% |
| YTD | -1.8% | +75.5% | -77.3% | -8.2% |
| 1Y | -4.1% | +70.2% | -74.2% | -10.1% |
| 3Y | +17.4% | -3.7% | +21.1% | +13.4% |
| 5Y | -27.0% | +34.9% | -61.9% | -33.9% |
| 10Y | +121.2% | -41.4% | +162.6% | +91.6% |
| All | +4,013.2% | +1,690.0% | +2,323.2% | +3,191.3% |
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