+41.0%
TDY vs PTEN
+87.9%
-46.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | -1.1% | +3.5% | -4.6% | -1.6% |
| 30D | -12.0% | +17.5% | -29.6% | -14.0% |
| 3M | -3.2% | +12.7% | -15.9% | -5.2% |
| 6M | -7.9% | +33.1% | -41.0% | -12.6% |
| YTD | +18.2% | +116.4% | -98.2% | +4.4% |
| 1Y | +6.7% | +141.2% | -134.5% | -7.8% |
| 3Y | +47.5% | -3.8% | +51.3% | +40.6% |
| All | +41.0% | +87.9% | -46.9% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling