-18.1%
TAP vs PTEN
+144.8%
-162.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -5.3% | +2.8% | -8.0% | -5.1% |
| 30D | -7.4% | +17.6% | -24.9% | -6.6% |
| 3M | -4.9% | +8.2% | -13.1% | -4.0% |
| 6M | -14.2% | +38.1% | -52.3% | -12.7% |
| YTD | -14.8% | +117.3% | -132.1% | -12.4% |
| 1Y | -18.1% | +146.1% | -164.2% | -15.5% |
| All | -18.1% | +144.8% | -162.8% | -15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling