+4,083.5%
SUI vs PTEN
+1,604.1%
+2,479.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | +6.2% | -25.5% | +31.7% | +8.8% |
| 30D | +8.6% | -11.7% | +20.2% | +9.4% |
| 3M | +1.0% | -0.5% | +1.5% | +0.5% |
| 6M | -2.6% | -12.9% | +10.3% | -2.3% |
| YTD | -0.1% | +67.1% | -67.2% | -6.2% |
| 1Y | +0.5% | +70.5% | -70.1% | -5.9% |
| 3Y | +15.3% | -10.4% | +25.7% | +12.0% |
| 5Y | -26.1% | +23.7% | -49.8% | -32.6% |
| 10Y | +117.8% | -42.7% | +160.5% | +88.9% |
| All | +4,083.5% | +1,604.1% | +2,479.3% | +3,262.5% |
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