-32.0%
TAP vs PTEN
-1.7%
-30.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.9% | -6.0% | -4.2% |
| 7D | -2.3% | -1.0% | -1.3% | -2.3% |
| 30D | -9.4% | +29.3% | -38.7% | -10.6% |
| 3M | -0.8% | +7.2% | -8.0% | -1.1% |
| 6M | -14.7% | +43.5% | -58.3% | -17.0% |
| YTD | -13.9% | +113.2% | -127.2% | -18.9% |
| 1Y | -18.6% | +135.1% | -153.7% | -24.2% |
| 3Y | -32.0% | -4.8% | -27.2% | -34.9% |
| All | -32.0% | -1.7% | -30.3% | -34.9% |
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