+159.4%
SYF vs PTEN
-3.1%
+162.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -2.1% |
| 7D | -1.3% | -1.7% | +0.3% | -1.0% |
| 30D | -1.1% | +18.6% | -19.7% | -5.1% |
| 3M | +7.4% | +12.5% | -5.0% | +3.5% |
| 6M | +16.2% | +41.9% | -25.7% | +1.5% |
| YTD | -6.1% | +117.8% | -123.9% | -30.3% |
| 1Y | +3.4% | +145.3% | -141.9% | -27.9% |
| All | +159.4% | -3.1% | +162.5% | +113.5% |
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 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