+151.1%
TOST vs PTEN
+2.7%
+148.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.6% | +3.2% |
| 7D | 0.0% | +10.6% | -10.6% | -1.0% |
| 30D | +16.2% | -4.9% | +21.1% | +16.1% |
| 3M | -1.5% | +1.4% | -3.0% | -2.9% |
| 6M | +55.3% | -7.0% | +62.3% | +54.4% |
| YTD | -2.3% | +84.8% | -87.1% | -18.7% |
| 1Y | -5.5% | +95.7% | -101.2% | -22.7% |
| 3Y | +151.1% | +2.0% | +149.2% | +142.4% |
| All | +151.1% | +2.7% | +148.4% | +142.4% |
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