-25.1%
TGT vs PTEN
+87.9%
-113.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -5.2% | +3.5% | -8.7% | -5.7% |
| 30D | +1.2% | +17.5% | -16.3% | -1.3% |
| 3M | +18.4% | +12.7% | +5.7% | +15.6% |
| 6M | +33.4% | +33.1% | +0.4% | +25.7% |
| YTD | +63.8% | +116.4% | -52.6% | +41.7% |
| 1Y | +77.2% | +141.2% | -64.0% | +49.5% |
| 3Y | +41.8% | -3.8% | +45.6% | +32.9% |
| All | -25.1% | +87.9% | -113.0% | -34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling