+188.6%
TECK vs PTEN
+87.9%
+100.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -3.8% | +3.5% | -7.3% | -4.8% |
| 30D | +0.7% | +17.5% | -16.8% | -4.1% |
| 3M | +4.6% | +12.7% | -8.1% | -0.4% |
| 6M | +25.1% | +33.1% | -8.0% | +9.9% |
| YTD | +39.2% | +116.4% | -77.3% | +2.7% |
| 1Y | +60.3% | +141.2% | -80.8% | +12.3% |
| 3Y | +62.9% | -3.8% | +66.7% | +49.4% |
| All | +188.6% | +87.9% | +100.7% | +116.3% |
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