+88.6%
TGT vs PTEN
+79.8%
+8.8%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -9.4% | +15.0% | +5.0% |
| 7D | +9.5% | -15.5% | +25.0% | +8.5% |
| 30D | +6.6% | -7.8% | +14.4% | +6.1% |
| 3M | +11.0% | +6.4% | +4.6% | +10.7% |
| 6M | +29.9% | -11.9% | +41.7% | +29.3% |
| YTD | +71.4% | +79.4% | -7.9% | +55.8% |
| 1Y | +88.6% | +84.9% | +3.7% | +69.8% |
| All | +88.6% | +79.8% | +8.8% | +69.8% |
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 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