+52.0%
TDG vs PTEN
-3.7%
+55.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -1.9% | +3.5% | -5.3% | -2.0% |
| 30D | -7.7% | +17.5% | -25.2% | -8.5% |
| 3M | -9.3% | +12.7% | -22.1% | -9.9% |
| 6M | -9.4% | +33.1% | -42.5% | -12.3% |
| YTD | -14.3% | +116.4% | -130.7% | -22.7% |
| 1Y | -11.8% | +141.2% | -153.0% | -22.2% |
| 3Y | +52.0% | -3.8% | +55.8% | +49.1% |
| All | +52.0% | -3.7% | +55.7% | +49.1% |
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