+12,926.4%
TDG vs PTEN
-34.1%
+12,960.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | -1.9% | +3.5% | -5.3% | -2.6% |
| 30D | -7.7% | +17.5% | -25.2% | -11.0% |
| 3M | -9.3% | +12.7% | -22.1% | -12.7% |
| 6M | -9.4% | +33.1% | -42.5% | -17.2% |
| YTD | -14.3% | +116.4% | -130.7% | -29.9% |
| 1Y | -11.8% | +141.2% | -153.0% | -30.2% |
| 3Y | +52.0% | -3.8% | +55.8% | +40.5% |
| 5Y | +128.8% | +92.7% | +36.1% | +67.4% |
| 10Y | +543.8% | -17.1% | +560.9% | +338.0% |
| All | +12,926.4% | -34.1% | +12,960.5% | +6,307.5% |
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