+340.9%
SYF vs PTEN
-55.4%
+396.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.4% |
| 7D | +2.4% | +0.7% | +1.7% | +2.1% |
| 30D | +0.8% | +31.2% | -30.4% | -6.5% |
| 3M | +13.4% | +2.0% | +11.4% | +10.7% |
| 6M | +16.3% | +42.4% | -26.1% | +2.0% |
| YTD | -3.0% | +109.2% | -112.2% | -23.8% |
| 1Y | +5.7% | +122.3% | -116.6% | -19.2% |
| 3Y | +160.1% | -5.6% | +165.7% | +141.3% |
| 5Y | +88.5% | +86.5% | +2.0% | +35.3% |
| 10Y | +263.1% | -22.1% | +285.2% | +124.6% |
| All | +340.9% | -55.4% | +396.3% | +183.8% |
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