+52.2%
TEM vs PTEN
+42.2%
+10.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.1% | -6.8% | -5.5% |
| 7D | -1.1% | -1.7% | +0.6% | -0.6% |
| 30D | +11.3% | +18.6% | -7.3% | +3.2% |
| 3M | +25.5% | +12.5% | +13.1% | +17.0% |
| 6M | +17.1% | +41.9% | -24.7% | -7.5% |
| YTD | +3.8% | +117.8% | -114.0% | -37.7% |
| 1Y | -24.4% | +145.3% | -169.7% | -59.0% |
| All | +52.2% | +42.2% | +10.1% | +6.8% |
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