+102.9%
T vs PTEN
-3.1%
+106.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -1.8% |
| 7D | -3.1% | -1.7% | -1.4% | -3.1% |
| 30D | +4.6% | +18.6% | -14.0% | +4.4% |
| 3M | +12.2% | +12.5% | -0.2% | +11.9% |
| 6M | -6.5% | +41.9% | -48.3% | -6.6% |
| YTD | +4.9% | +117.8% | -112.9% | +4.9% |
| 1Y | -10.5% | +145.3% | -155.8% | -10.6% |
| All | +102.9% | -3.1% | +106.0% | +112.0% |
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