+55.6%
TOST vs PTEN
-2.0%
+57.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.2% |
| 7D | -3.4% | +0.7% | -4.1% | -3.5% |
| 30D | -2.4% | +31.2% | -33.7% | -6.3% |
| 3M | +34.6% | +2.0% | +32.6% | +33.9% |
| 6M | +15.2% | +42.4% | -27.2% | +5.6% |
| YTD | -4.4% | +109.2% | -113.6% | -20.5% |
| 1Y | -17.4% | +122.3% | -139.7% | -32.9% |
| All | +55.6% | -2.0% | +57.6% | +43.0% |
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