-25.8%
TE vs PTEN
+79.8%
-105.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -9.4% | +5.8% | -2.6% |
| 7D | +3.8% | -15.5% | +19.3% | +5.5% |
| 30D | -26.2% | -7.8% | -18.4% | -25.6% |
| 3M | -49.7% | +6.4% | -56.1% | -50.2% |
| 6M | -46.5% | -11.9% | -34.6% | -44.8% |
| YTD | -59.1% | +79.4% | -138.5% | -73.0% |
| 1Y | -25.8% | +84.9% | -110.7% | -53.7% |
| All | -25.8% | +79.8% | -105.6% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling