+41.8%
TGT vs PTEN
-3.7%
+45.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -5.2% | +3.5% | -8.7% | -5.8% |
| 30D | +1.2% | +17.5% | -16.3% | -1.5% |
| 3M | +18.4% | +12.7% | +5.7% | +15.5% |
| 6M | +33.4% | +33.1% | +0.4% | +24.3% |
| YTD | +63.8% | +116.4% | -52.6% | +36.5% |
| 1Y | +77.2% | +141.2% | -64.0% | +42.7% |
| 3Y | +41.8% | -3.8% | +45.6% | +29.9% |
| All | +41.8% | -3.7% | +45.5% | +29.9% |
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