+826.6%
TAP vs PTEN
+1,479.0%
-652.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -7.8% | -16.4% | +8.6% | -6.3% |
| 30D | +7.1% | -12.8% | +19.9% | +8.2% |
| 3M | -7.0% | +0.7% | -7.7% | -7.7% |
| 6M | -3.8% | -12.2% | +8.4% | -3.6% |
| YTD | -11.7% | +66.1% | -77.8% | -17.4% |
| 1Y | -10.1% | +69.2% | -79.3% | -16.2% |
| 3Y | -23.7% | -8.2% | -15.5% | -26.1% |
| 5Y | +2.9% | +19.2% | -16.3% | -6.1% |
| 10Y | -49.5% | -45.6% | -3.9% | -55.8% |
| All | +826.6% | +1,479.0% | -652.4% | +644.4% |
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