+822.9%
TAP vs PTEN
+1,568.7%
-745.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -1.1% |
| 7D | -8.0% | -2.2% | -5.8% | -7.8% |
| 30D | +4.1% | -8.0% | +12.1% | +4.5% |
| 3M | -4.4% | -5.0% | +0.7% | -4.4% |
| 6M | -1.9% | -10.6% | +8.7% | -1.9% |
| YTD | -12.1% | +75.5% | -87.6% | -18.2% |
| 1Y | -12.0% | +70.2% | -82.2% | -18.0% |
| 3Y | -25.0% | -3.7% | -21.3% | -27.7% |
| 5Y | -1.1% | +34.9% | -36.0% | -10.8% |
| 10Y | -47.6% | -41.4% | -6.2% | -54.5% |
| All | +822.9% | +1,568.7% | -745.8% | +637.4% |
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