+87.9%
TRGP vs PTEN
+79.8%
+8.0%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -9.4% | +4.8% | -1.5% |
| 7D | -6.5% | -15.5% | +9.0% | -1.4% |
| 30D | -0.4% | -7.8% | +7.4% | +2.2% |
| 3M | +8.8% | +6.4% | +2.4% | +6.2% |
| 6M | +11.0% | -11.9% | +22.9% | +13.2% |
| YTD | +57.4% | +79.4% | -22.0% | +30.8% |
| 1Y | +87.9% | +84.9% | +2.9% | +54.4% |
| All | +87.9% | +79.8% | +8.0% | +54.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling