+43.2%
TER vs PTEN
+79.8%
-36.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -9.4% | +2.5% | -5.8% |
| 7D | -19.9% | -15.5% | -4.4% | -18.5% |
| 30D | -43.5% | -7.8% | -35.7% | -43.0% |
| 3M | -37.8% | +6.4% | -44.2% | -37.4% |
| 6M | -25.6% | -11.9% | -13.7% | -25.9% |
| YTD | +29.8% | +79.4% | -49.6% | +0.8% |
| 1Y | +43.2% | +84.9% | -41.7% | +10.3% |
| All | +43.2% | +79.8% | -36.7% | +10.3% |
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 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