+5,055.6%
TGT vs PTEN
+1,970.6%
+3,085.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.1% | -5.3% | -3.4% |
| 7D | -3.6% | -1.7% | -1.9% | -3.4% |
| 30D | +4.4% | +18.6% | -14.2% | +2.4% |
| 3M | +25.4% | +12.5% | +12.9% | +23.1% |
| 6M | +33.4% | +41.9% | -8.5% | +27.0% |
| YTD | +65.6% | +117.8% | -52.2% | +50.3% |
| 1Y | +80.3% | +145.3% | -65.0% | +61.0% |
| 3Y | +42.1% | -2.8% | +45.0% | +37.5% |
| 5Y | -25.0% | +93.4% | -118.4% | -34.4% |
| 10Y | +208.2% | -16.6% | +224.8% | +162.0% |
| All | +5,055.6% | +1,970.6% | +3,085.0% | +2,914.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling