+214.8%
TER vs PTEN
+144.8%
+70.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | +9.4% | +2.8% | +6.6% | +8.9% |
| 30D | -2.4% | +17.6% | -20.0% | -4.7% |
| 3M | +6.5% | +8.2% | -1.6% | +4.3% |
| 6M | +23.2% | +38.1% | -14.9% | +8.7% |
| YTD | +91.5% | +117.3% | -25.8% | +36.9% |
| 1Y | +214.8% | +146.1% | +68.7% | +116.3% |
| All | +214.8% | +144.8% | +70.1% | +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 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