+841.7%
TAP vs PTEN
+1,889.0%
-1,047.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | -0.1% |
| 7D | -2.3% | +0.7% | -3.0% | -2.4% |
| 30D | -2.1% | +31.2% | -33.4% | -4.9% |
| 3M | +6.6% | +2.0% | +4.6% | +5.8% |
| 6M | -11.5% | +42.4% | -53.9% | -15.4% |
| YTD | -10.3% | +109.2% | -119.5% | -17.6% |
| 1Y | -14.4% | +122.3% | -136.7% | -22.2% |
| 3Y | -28.3% | -5.6% | -22.7% | -30.5% |
| 5Y | +1.7% | +86.5% | -84.8% | -11.0% |
| 10Y | -49.2% | -22.1% | -27.1% | -56.8% |
| All | +841.7% | +1,889.0% | -1,047.3% | +642.8% |
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